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
1676
$16.2M ﹤0.01%
819,683
-108,815
1677
$16.1M ﹤0.01%
1,593,287
-63,211
1678
$16.1M ﹤0.01%
1,602,517
-1,694,840
1679
$16.1M ﹤0.01%
522,214
+151,393
1680
$16.1M ﹤0.01%
1,050,831
-3,093
1681
$16.1M ﹤0.01%
386,304
+17,290
1682
$16.1M ﹤0.01%
319,296
+84,994
1683
$16.1M ﹤0.01%
1,357,700
-64,966
1684
$16.1M ﹤0.01%
626,043
+56,786
1685
$16.1M ﹤0.01%
1,552,797
+1,274,396
1686
$16.1M ﹤0.01%
355,659
+128,818
1687
$16.1M ﹤0.01%
329,302
-805,603
1688
$16.1M ﹤0.01%
632,203
-21,162
1689
$16M ﹤0.01%
711,897
+143,955
1690
$16M ﹤0.01%
456,343
+144,616
1691
$16M ﹤0.01%
527,294
-52,179
1692
$16M ﹤0.01%
127,863
-69,569
1693
$16M ﹤0.01%
270,561
-169,496
1694
$16M ﹤0.01%
221,558
-208,652
1695
$15.9M ﹤0.01%
672,524
-189,304
1696
$15.9M ﹤0.01%
1,927,920
+164,467
1697
$15.9M ﹤0.01%
229,974
-12,346
1698
$15.9M ﹤0.01%
2,926,944
+369,878
1699
$15.9M ﹤0.01%
177,944
+9,957
1700
$15.9M ﹤0.01%
355,538
+15,174
66 67
68
69 70