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
1851
$13.5M ﹤0.01%
473,928
-62,828
1852
$13.5M ﹤0.01%
552,409
-80,619
1853
$13.4M ﹤0.01%
923,776
+15,664
1854
$13.4M ﹤0.01%
388,290
+12,310
1855
$13.4M ﹤0.01%
729,013
-279,862
1856
$13.4M ﹤0.01%
288,374
-39,863
1857
$13.4M ﹤0.01%
1,485,955
-614,496
1858
$13.4M ﹤0.01%
562,655
-55,827
1859
$13.4M ﹤0.01%
10,934,128
-12,380,588
1860
$13.4M ﹤0.01%
308,346
+20,260
1861
$13.4M ﹤0.01%
628,870
+443,194
1862
$13.3M ﹤0.01%
817,392
+165,131
1863
$13.3M ﹤0.01%
313,308
-850
1864
$13.3M ﹤0.01%
342,116
-735,563
1865
$13.3M ﹤0.01%
659,664
+253,356
1866
$13.3M ﹤0.01%
269,517
-27,090
1867
$13.3M ﹤0.01%
532,248
-347
1868
$13.3M ﹤0.01%
170,301
-95,534
1869
$13.3M ﹤0.01%
332,660
+1,951
1870
$13.3M ﹤0.01%
347,239
-524,091
1871
$13.3M ﹤0.01%
1,014,838
-96,896
1872
$13.3M ﹤0.01%
1,118,518
-154,185
1873
$13.2M ﹤0.01%
402,947
+110,006
1874
$13.2M ﹤0.01%
127,494
-14,466
1875
$13.2M ﹤0.01%
218,964
-142,545
73 74
75
76 77