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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
6151
$9K ﹤0.01%
29
+19
6152
$9K ﹤0.01%
1,080
6153
$9K ﹤0.01%
6,422
+325
6154
$9K ﹤0.01%
1,264
-2,000
6155
$9K ﹤0.01%
60
6156
$9K ﹤0.01%
1,910
+527
6157
$9K ﹤0.01%
850
6158
$9K ﹤0.01%
+826
6159
$8K ﹤0.01%
486
6160
$8K ﹤0.01%
194
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6161
$8K ﹤0.01%
220
6162
$8K ﹤0.01%
2,000
6163
$8K ﹤0.01%
838
6164
$8K ﹤0.01%
6,400
-95,278
6165
$8K ﹤0.01%
3,235
+1,962
6166
$8K ﹤0.01%
2,877
-16,898
6167
$8K ﹤0.01%
502
-49
6168
$8K ﹤0.01%
856
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6169
$8K ﹤0.01%
2,100
-1,500
6170
$8K ﹤0.01%
+403
6171
$8K ﹤0.01%
4,801
+2,500
6172
$8K ﹤0.01%
10
-7
6173
$7K ﹤0.01%
1,644
-944
6174
$7K ﹤0.01%
1,765
+255
6175
$7K ﹤0.01%
2,000