Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$331B
AUM Growth
+$5.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,906
New
Increased
Reduced
Closed

Top Buys

1
+$482M
2
+$431M
3
+$429M
4
BKNG icon
Booking.com
BKNG
+$383M
5
AABA
Altaba Inc
AABA
+$379M

Top Sells

1
+$1.94B
2
+$835M
3
+$784M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$579M
5
ETP
Energy Transfer Partners L.p.
ETP
+$539M

Sector Composition

1 Technology 9.92%
2 Financials 9.63%
3 Healthcare 8.27%
4 Consumer Discretionary 7.53%
5 Communication Services 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6501
– –
-10,587
6502
– –
-65,341
6503
– –
-1,034,587
6504
$0 ﹤0.01%
200
6505
– –
-200
6506
– –
-379
6507
– –
-1,635
6508
– –
-14,761,511
6509
– –
-294,315
6510
$0 ﹤0.01%
59
+32
6511
– –
-1,990
6512
$0 ﹤0.01%
+12
6513
– –
-400
6514
– –
-50
6515
– –
0
6516
$0 ﹤0.01%
300
6517
– –
-1,964
6518
– –
0
6519
$0 ﹤0.01%
10
6520
– –
-1,360
6521
$0 ﹤0.01%
4
-100
6522
– –
0
6523
– –
-3
6524
$0 ﹤0.01%
150
6525
$0 ﹤0.01%
14
-1,500
259 260
261
262 263