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
2126
$10.3M ﹤0.01%
766,294
-2,324,389
2127
$10.3M ﹤0.01%
66,201
+13,516
2128
$10.2M ﹤0.01%
204,711
+66,353
2129
$10.2M ﹤0.01%
470,490
-81,080
2130
$10.2M ﹤0.01%
173,283
-17,280
2131
$10.2M ﹤0.01%
1,023,763
-796,712
2132
$10.2M ﹤0.01%
183,326
-119,276
2133
$10.2M ﹤0.01%
266,117
-192,907
2134
$10.2M ﹤0.01%
188,311
-63,096
2135
$10.2M ﹤0.01%
254,138
+78,509
2136
$10.2M ﹤0.01%
68,184
-74,641
2137
$10.2M ﹤0.01%
329,933
+138,393
2138
$10.2M ﹤0.01%
+3,170,068
2139
$10.2M ﹤0.01%
314,165
-215,315
2140
$10.1M ﹤0.01%
295,571
+102,602
2141
$10.1M ﹤0.01%
784,042
+15,231
2142
$10.1M ﹤0.01%
110,158
-177,942
2143
$10.1M ﹤0.01%
606,699
-4,338
2144
$10.1M ﹤0.01%
702,705
-167,737
2145
$10.1M ﹤0.01%
85,857
-27,885
2146
$10.1M ﹤0.01%
579,260
-7,340
2147
$10.1M ﹤0.01%
15,638
+3,640
2148
$10M ﹤0.01%
237,816
+47,742
2149
$10M ﹤0.01%
392,809
+40,181
2150
$10M ﹤0.01%
556,827
+75,468
84 85
86
87 88