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
1876
$13.2M ﹤0.01%
330,580
-27,552
1877
$13.2M ﹤0.01%
444,358
+154,780
1878
$13.2M ﹤0.01%
404,920
-10,227
1879
$13.1M ﹤0.01%
935,912
-7,656
1880
$13.1M ﹤0.01%
290,750
-79,223
1881
$13.1M ﹤0.01%
122,436
+5,623
1882
$13.1M ﹤0.01%
352,976
-26,982
1883
$13.1M ﹤0.01%
1,302,397
+95,883
1884
$13.1M ﹤0.01%
79,307
-20,662
1885
$13.1M ﹤0.01%
495,970
+13,860
1886
$13M ﹤0.01%
766,496
-50,666
1887
$13M ﹤0.01%
696,422
-242,068
1888
$13M ﹤0.01%
186,447
+44,429
1889
$13M ﹤0.01%
514,855
+5,100
1890
$13M ﹤0.01%
106,248
-208,933
1891
$13M ﹤0.01%
685,171
-64,131
1892
$13M ﹤0.01%
348,007
+131,865
1893
$12.9M ﹤0.01%
44,157
+4,623
1894
$12.9M ﹤0.01%
363,600
+90,516
1895
$12.9M ﹤0.01%
738,661
+27,183
1896
$12.9M ﹤0.01%
166,909
+15,007
1897
$12.9M ﹤0.01%
594,393
-137,245
1898
$12.9M ﹤0.01%
278,761
-39,865
1899
$12.9M ﹤0.01%
282,170
+49,706
1900
$12.9M ﹤0.01%
617,225
+36,882
74 75
76
77 78