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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
6001
$18K ﹤0.01%
3,400
-6,729
6002
$17K ﹤0.01%
804
-1,351
6003
$17K ﹤0.01%
4,119
+1,035
6004
$17K ﹤0.01%
658
-85,133
6005
$17K ﹤0.01%
66
+11
6006
$17K ﹤0.01%
300
6007
$17K ﹤0.01%
2,844
+797
6008
$17K ﹤0.01%
173
+113
6009
$17K ﹤0.01%
1,398
6010
$17K ﹤0.01%
418
6011
$17K ﹤0.01%
8,368
-1,389
6012
$17K ﹤0.01%
8
-115
6013
$17K ﹤0.01%
934
-23,044
6014
$17K ﹤0.01%
425
6015
$17K ﹤0.01%
751
6016
$17K ﹤0.01%
956
-201
6017
$17K ﹤0.01%
2,086
-799
6018
$17K ﹤0.01%
23,400
-4,000
6019
$17K ﹤0.01%
33,009
-1,052
6020
$17K ﹤0.01%
210
+164
6021
$17K ﹤0.01%
962
+225
6022
$16K ﹤0.01%
654
+425
6023
$16K ﹤0.01%
1,550
6024
$16K ﹤0.01%
1,300
6025
$16K ﹤0.01%
772