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
2026
$11.3M ﹤0.01%
218,834
+107,053
2027
$11.3M ﹤0.01%
241,987
+122,529
2028
$11.3M ﹤0.01%
1,672,474
+123,963
2029
$11.2M ﹤0.01%
442,309
+7,462
2030
$11.2M ﹤0.01%
160,880
+21,017
2031
$11.2M ﹤0.01%
1,151,832
+106,080
2032
$11.2M ﹤0.01%
1,380,428
-252,725
2033
$11.2M ﹤0.01%
336,825
-44,678
2034
$11.2M ﹤0.01%
8,238
+2,161
2035
$11.2M ﹤0.01%
384,605
-2,178
2036
$11.2M ﹤0.01%
330,223
+40,885
2037
$11.2M ﹤0.01%
241,899
+57,796
2038
$11.2M ﹤0.01%
372,229
+95,423
2039
$11.2M ﹤0.01%
2,026,166
+12,658
2040
$11.1M ﹤0.01%
1,610,332
-941,921
2041
$11.1M ﹤0.01%
665,892
-105,087
2042
$11.1M ﹤0.01%
887,611
+2,343
2043
$11.1M ﹤0.01%
875,249
-12,548
2044
$11.1M ﹤0.01%
184,904
-6,250
2045
$11.1M ﹤0.01%
632,759
-37,959
2046
$11.1M ﹤0.01%
200,774
-602,801
2047
$11.1M ﹤0.01%
624,882
+134,760
2048
$11M ﹤0.01%
315,413
-172,935
2049
$11M ﹤0.01%
583,307
+84,715
2050
$11M ﹤0.01%
87,724
+10,832
80 81
82
83 84