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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
6501
– –
-1,791,746
6502
$0 ﹤0.01%
100
-36,230
6503
– –
-6,177
6504
– –
-38,118
6505
– –
-1,377,260
6506
– –
-25
6507
$0 ﹤0.01%
1
6508
– –
-281
6509
$0 ﹤0.01%
+1
6510
$0 ﹤0.01%
102
+82
6511
– –
-46
6512
$0 ﹤0.01%
3
6513
$0 ﹤0.01%
1
6514
$0 ﹤0.01%
+100
6515
$0 ﹤0.01%
+3,110
6516
– –
-69
6517
– –
-9,977
6518
– –
-133,486
6519
– –
-62
6520
– –
-363,122
6521
– –
-853,031
6522
– –
-503
6523
– –
-489,547
6524
– –
-46,670
6525
– –
-202,427
259 260
261
262 263