Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,073
New
Increased
Reduced
Closed

Top Buys

1
+$828M
2
+$788M
3
+$771M
4
AAPL icon
Apple
AAPL
+$719M
5
BAX icon
Baxter International
BAX
+$571M

Top Sells

1
+$1.57B
2
+$967M
3
+$455M
4
BKNG icon
Booking.com
BKNG
+$401M
5
GGP
GGP Inc.
GGP
+$384M

Sector Composition

1 Technology 13.16%
2 Healthcare 9.53%
3 Financials 9.25%
4 Consumer Discretionary 7.98%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5901
$27K ﹤0.01%
1,158
5902
$27K ﹤0.01%
2,425
-407
5903
$26K ﹤0.01%
+532
5904
$26K ﹤0.01%
1,052
-200
5905
$26K ﹤0.01%
356
+47
5906
$26K ﹤0.01%
709
5907
$26K ﹤0.01%
4,641
+491
5908
$25K ﹤0.01%
4,615
-30,889
5909
$25K ﹤0.01%
3,625
-603
5910
$25K ﹤0.01%
15
5911
$25K ﹤0.01%
6,406
5912
$25K ﹤0.01%
+2,372
5913
$25K ﹤0.01%
2
-109
5914
$25K ﹤0.01%
772
-2,076
5915
$24K ﹤0.01%
7,010
-2,000
5916
$24K ﹤0.01%
486
5917
$24K ﹤0.01%
+850
5918
$24K ﹤0.01%
4,500
-49,784
5919
$24K ﹤0.01%
940
+78
5920
$24K ﹤0.01%
2,439
-129
5921
$24K ﹤0.01%
9,960
-1
5922
$24K ﹤0.01%
3,712
+199
5923
$24K ﹤0.01%
2,472
-628
5924
$24K ﹤0.01%
919
+326
5925
$23K ﹤0.01%
4,376
-31,285
235 236
237
238 239