Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
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
6,907
New
Increased
Reduced
Closed

Top Buys

1
+$500M
2
+$470M
3
+$409M
4
AABA
Altaba Inc
AABA
+$378M
5
BKNG icon
Booking.com
BKNG
+$375M

Top Sells

1
+$1.9B
2
+$828M
3
+$716M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$585M
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
1501
$20M 0.01%
1,065,373
+202,569
1502
$20M 0.01%
1,356,055
-89,494
1503
$20M 0.01%
1,066,501
-15,281
1504
$20M 0.01%
218,856
-399,459
1505
$20M 0.01%
446,105
-125,180
1506
$19.9M 0.01%
2,421,670
-139,917
1507
$19.9M 0.01%
641,525
-69,127
1508
$19.9M 0.01%
1,314,982
+314
1509
$19.9M 0.01%
1,445,603
+333,840
1510
$19.9M 0.01%
565,289
-256,025
1511
$19.9M 0.01%
98,863
-67,214
1512
$19.8M 0.01%
303,500
+67,021
1513
$19.8M 0.01%
663,786
+85,139
1514
$19.8M 0.01%
599,355
+472,899
1515
$19.7M 0.01%
297,090
+110,553
1516
$19.7M 0.01%
97,412
-2,454
1517
$19.7M 0.01%
329,027
+47,888
1518
$19.6M 0.01%
435,412
+635
1519
$19.6M 0.01%
1,656,040
+34,044
1520
$19.6M 0.01%
1,529,459
+727,321
1521
$19.6M 0.01%
225,378
+37,205
1522
$19.6M 0.01%
687,371
+69,697
1523
$19.6M 0.01%
4,287,954
-313,788
1524
$19.5M 0.01%
204,477
-188,062
1525
$19.5M 0.01%
1,461,423
+26,562
59 60
61
62 63