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
1551
$19.1M 0.01%
348,586
-42,398
1552
$19.1M 0.01%
451,679
-120,471
1553
$19.1M 0.01%
316,754
-419,356
1554
$19M 0.01%
103,364
-83,271
1555
$18.9M 0.01%
768,278
+110,989
1556
$18.9M 0.01%
376,801
+117,561
1557
$18.9M 0.01%
393,257
+135,243
1558
$18.9M 0.01%
863,398
-37,989
1559
$18.9M 0.01%
1,396,191
-1,620,613
1560
$18.9M 0.01%
1,174,665
+71,433
1561
$18.9M 0.01%
673,509
+445,798
1562
$18.8M 0.01%
631,608
+151,110
1563
$18.8M 0.01%
948,136
+246,708
1564
$18.8M 0.01%
322,825
+29,419
1565
$18.8M 0.01%
1,302,497
-937,817
1566
$18.7M 0.01%
362,074
+204,740
1567
$18.7M 0.01%
408,814
+67,617
1568
$18.7M 0.01%
691,210
+248,850
1569
$18.7M 0.01%
128,791
-118,657
1570
$18.6M 0.01%
688,832
+3,824
1571
$18.6M 0.01%
663,240
-23,645
1572
$18.5M 0.01%
161,968
+1,140
1573
$18.5M 0.01%
433,285
+55,116
1574
$18.5M 0.01%
517,611
-105,915
1575
$18.5M 0.01%
459,807
-4,951
61 62
63
64 65