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
1751
$15M ﹤0.01%
144,566
+9,776
1752
$15M ﹤0.01%
319,128
+82,695
1753
$15M ﹤0.01%
281,103
-19,405
1754
$14.9M ﹤0.01%
158,963
-28,994
1755
$14.9M ﹤0.01%
1,593,468
+17,509
1756
$14.9M ﹤0.01%
1,210,928
-2,953,652
1757
$14.9M ﹤0.01%
1,465,186
+964,692
1758
$14.9M ﹤0.01%
812,510
-24,996
1759
$14.9M ﹤0.01%
243,803
+38,129
1760
$14.9M ﹤0.01%
810,089
-147,142
1761
$14.9M ﹤0.01%
+785,559
1762
$14.9M ﹤0.01%
590,702
+69,994
1763
$14.8M ﹤0.01%
602,451
-84,139
1764
$14.8M ﹤0.01%
1,089,945
-721,003
1765
$14.8M ﹤0.01%
1,840,465
+1,022,032
1766
$14.8M ﹤0.01%
580,453
+41,653
1767
$14.8M ﹤0.01%
464,898
-267,828
1768
$14.7M ﹤0.01%
185,216
-1,161,141
1769
$14.7M ﹤0.01%
235,112
+23,089
1770
$14.7M ﹤0.01%
521,039
-334,751
1771
$14.7M ﹤0.01%
527,941
-613,993
1772
$14.6M ﹤0.01%
575,720
+572,719
1773
$14.6M ﹤0.01%
521,931
+147,366
1774
$14.6M ﹤0.01%
145,410
-42,195
1775
$14.6M ﹤0.01%
416,348
-47,241
69 70
71
72 73