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
1776
$14.6M ﹤0.01%
483,861
+180,229
1777
$14.5M ﹤0.01%
791,059
+24,430
1778
$14.5M ﹤0.01%
275,346
+64,212
1779
$14.5M ﹤0.01%
527,751
-781,581
1780
$14.5M ﹤0.01%
365,005
+34,401
1781
$14.5M ﹤0.01%
1,286,622
+11,748
1782
$14.5M ﹤0.01%
1,381,818
+265,422
1783
$14.5M ﹤0.01%
505,166
+23,559
1784
$14.4M ﹤0.01%
270,070
-17,850
1785
$14.4M ﹤0.01%
311,549
+5,354
1786
$14.4M ﹤0.01%
240,140
-58,076
1787
$14.3M ﹤0.01%
292,848
-35,505
1788
$14.3M ﹤0.01%
355,216
-88,712
1789
$14.3M ﹤0.01%
523,430
-136,756
1790
$14.3M ﹤0.01%
183,048
-161,119
1791
$14.3M ﹤0.01%
164,514
+15,849
1792
$14.3M ﹤0.01%
655,807
-207,275
1793
$14.3M ﹤0.01%
1,008,568
-289,990
1794
$14.3M ﹤0.01%
+431,352
1795
$14.3M ﹤0.01%
768,821
+177,694
1796
$14.3M ﹤0.01%
1,240,112
-4,418,985
1797
$14.2M ﹤0.01%
720,555
+77,213
1798
$14.1M ﹤0.01%
193,769
-22,867
1799
$14.1M ﹤0.01%
1,681,101
+722,781
1800
$14.1M ﹤0.01%
309,190
-148,570
70 71
72
73 74