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
1826
$13.7M ﹤0.01%
186,504
-8,493
1827
$13.7M ﹤0.01%
1,365,175
+416,561
1828
$13.7M ﹤0.01%
214,960
+16,183
1829
$13.7M ﹤0.01%
590,165
+13,600
1830
$13.7M ﹤0.01%
344,016
-90,983
1831
$13.7M ﹤0.01%
369,418
-2,640,343
1832
$13.7M ﹤0.01%
268,422
+122,430
1833
$13.7M ﹤0.01%
436,994
+51,399
1834
$13.6M ﹤0.01%
93,749
-4,201
1835
$13.6M ﹤0.01%
1,048,849
+9,679
1836
$13.6M ﹤0.01%
491,232
+26,767
1837
$13.6M ﹤0.01%
176,561
+34,330
1838
$13.6M ﹤0.01%
404,974
-34,357
1839
$13.6M ﹤0.01%
327,961
-437,258
1840
$13.6M ﹤0.01%
15,716
-4,284
1841
$13.6M ﹤0.01%
1,667,481
+1,094,711
1842
$13.6M ﹤0.01%
245,695
+100,132
1843
$13.6M ﹤0.01%
357,577
-235,461
1844
$13.6M ﹤0.01%
154,581
-15,962
1845
$13.6M ﹤0.01%
586,321
+264,502
1846
$13.5M ﹤0.01%
778,795
-158,882
1847
$13.5M ﹤0.01%
1,173,698
+1,042,374
1848
$13.5M ﹤0.01%
344,157
+158,389
1849
$13.5M ﹤0.01%
433,222
-54,224
1850
$13.5M ﹤0.01%
239,019
+49,200
72 73
74
75 76