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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
6026
$16K ﹤0.01%
371
6027
$16K ﹤0.01%
100
6028
$16K ﹤0.01%
637
-350
6029
$16K ﹤0.01%
1,501
6030
$16K ﹤0.01%
6,830
+3,878
6031
$16K ﹤0.01%
1,050
-42,959
6032
$16K ﹤0.01%
400
6033
$16K ﹤0.01%
1,901
-6,244
6034
$15K ﹤0.01%
+796
6035
– –
0
6036
$15K ﹤0.01%
4,509
+315
6037
$15K ﹤0.01%
+145
6038
$15K ﹤0.01%
1,728
-2,696
6039
$15K ﹤0.01%
41,500
6040
$15K ﹤0.01%
3,624
-823
6041
$15K ﹤0.01%
3,394
-2,477
6042
$15K ﹤0.01%
459
-13,501
6043
$15K ﹤0.01%
1,402
6044
$15K ﹤0.01%
14,360
+560
6045
$14K ﹤0.01%
6,513
-4,762
6046
$14K ﹤0.01%
+3,701
6047
$14K ﹤0.01%
261
-48
6048
$14K ﹤0.01%
+270
6049
$14K ﹤0.01%
2,176
6050
$14K ﹤0.01%
8,000
240 241
242
243 244