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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5926
$23K ﹤0.01%
4,376
-31,285
5927
$23K ﹤0.01%
+11,431
5928
$23K ﹤0.01%
4,310
-52,780
5929
$23K ﹤0.01%
2,345
5930
$23K ﹤0.01%
599
5931
$23K ﹤0.01%
1,100
5932
$23K ﹤0.01%
988
5933
$22K ﹤0.01%
1,693
+481
5934
$22K ﹤0.01%
+2,000
5935
$22K ﹤0.01%
461
-154
5936
$22K ﹤0.01%
549
-12
5937
$22K ﹤0.01%
787
-7,027
5938
$22K ﹤0.01%
6,215
+5,581
5939
$22K ﹤0.01%
3,719
-586
5940
$22K ﹤0.01%
+1,000
5941
$22K ﹤0.01%
11,322
+366
5942
$22K ﹤0.01%
750
5943
$22K ﹤0.01%
74
+19
5944
$22K ﹤0.01%
771
5945
$22K ﹤0.01%
100
5946
$22K ﹤0.01%
16,534
+8,704
5947
$22K ﹤0.01%
29,233
-1,968
5948
– –
0
5949
$21K ﹤0.01%
+1,000
5950
$21K ﹤0.01%
1,100
-19,933
236 237
238
239 240