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
1901
$12.8M ﹤0.01%
438,671
+309,524
1902
$12.8M ﹤0.01%
173,208
-111,504
1903
$12.8M ﹤0.01%
293,488
-17,095
1904
$12.8M ﹤0.01%
1,705,183
+389,315
1905
$12.8M ﹤0.01%
+233,666
1906
$12.8M ﹤0.01%
235,860
-11,480
1907
$12.8M ﹤0.01%
873,318
-83,456
1908
$12.7M ﹤0.01%
268,214
-52,578
1909
$12.7M ﹤0.01%
126,794
+26,462
1910
$12.7M ﹤0.01%
476,135
+51,998
1911
$12.7M ﹤0.01%
237,241
-241,375
1912
$12.7M ﹤0.01%
1,217,444
+65,723
1913
$12.6M ﹤0.01%
195,291
-71,945
1914
$12.6M ﹤0.01%
770,368
-6,131
1915
$12.6M ﹤0.01%
103,732
-130,324
1916
$12.6M ﹤0.01%
603,157
+47,154
1917
$12.6M ﹤0.01%
351,737
+4,982
1918
$12.5M ﹤0.01%
154,413
+1,180
1919
$12.5M ﹤0.01%
151,033
-33,388
1920
$12.5M ﹤0.01%
931,993
+251,033
1921
$12.5M ﹤0.01%
336,035
+196,156
1922
$12.5M ﹤0.01%
102,880
-52,382
1923
$12.5M ﹤0.01%
185,291
-58,577
1924
$12.4M ﹤0.01%
165,632
+43,627
1925
$12.4M ﹤0.01%
199,201
+6,757
75 76
77
78 79