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
1726
$15.4M ﹤0.01%
463,855
-1,671,948
1727
$15.4M ﹤0.01%
154,962
-72,045
1728
$15.4M ﹤0.01%
151,723
-15,742
1729
$15.4M ﹤0.01%
1,090,608
+55,445
1730
$15.3M ﹤0.01%
1,540,308
-18,669
1731
$15.3M ﹤0.01%
1,062,879
+68,696
1732
$15.3M ﹤0.01%
742,000
+541,261
1733
$15.3M ﹤0.01%
178,889
-17,933
1734
$15.3M ﹤0.01%
124,808
-9,931
1735
$15.3M ﹤0.01%
273,680
-125,412
1736
$15.3M ﹤0.01%
208,690
-30,184
1737
$15.3M ﹤0.01%
322,931
-88,386
1738
$15.2M ﹤0.01%
1,133,323
+67,346
1739
$15.2M ﹤0.01%
794,485
-3,759
1740
$15.2M ﹤0.01%
801,087
+259,826
1741
$15.1M ﹤0.01%
185,429
+6,225
1742
$15.1M ﹤0.01%
15,209
-618
1743
$15.1M ﹤0.01%
254,206
-331,992
1744
$15.1M ﹤0.01%
310,044
+82,697
1745
$15.1M ﹤0.01%
1,030,531
+27,260
1746
$15.1M ﹤0.01%
2,187,084
+373,949
1747
$15.1M ﹤0.01%
662,712
-14,195
1748
$15.1M ﹤0.01%
788,736
-378,479
1749
$15.1M ﹤0.01%
7,006,741
+3,769,479
1750
$15M ﹤0.01%
156,022
-18,207
68 69
70
71 72