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
1626
$17.4M 0.01%
280,646
+131,828
1627
$17.3M 0.01%
1,571,497
+279,051
1628
$17.3M 0.01%
171,616
+22,356
1629
$17.3M 0.01%
650,717
-5,350
1630
$17.3M 0.01%
926,873
-98,886
1631
$17.3M 0.01%
478,394
+68,869
1632
$17.3M 0.01%
2,362,445
+405,811
1633
$17.2M 0.01%
136,017
+31,832
1634
$17.2M 0.01%
666,852
-186,751
1635
$17.2M 0.01%
291,758
+5,216
1636
$17.1M 0.01%
398,458
-1,179,664
1637
$17.1M 0.01%
350,943
+194,746
1638
$17.1M 0.01%
1,461,195
-511,294
1639
$17M 0.01%
1,020,340
+807,476
1640
$17M 0.01%
516,937
-926,296
1641
$17M 0.01%
393,281
+290,918
1642
$17M 0.01%
973,269
+842,469
1643
$16.8M 0.01%
177,353
-217,926
1644
$16.8M 0.01%
360,201
+149,631
1645
$16.8M 0.01%
414,054
-20,116
1646
$16.7M 0.01%
767,280
-105,618
1647
$16.7M 0.01%
816,882
-126,258
1648
$16.7M 0.01%
296,426
-125,947
1649
$16.7M 0.01%
1,388,436
-369,465
1650
$16.7M 0.01%
2,227,290
-10,131,366
64 65
66
67 68