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

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
2151
$10M ﹤0.01%
419,911
+156,111
2152
$10M ﹤0.01%
700,248
-36,996
2153
$10M ﹤0.01%
346,872
-397,359
2154
$9.99M ﹤0.01%
1,090,154
-32,177
2155
$9.97M ﹤0.01%
627,843
+1,728
2156
$9.96M ﹤0.01%
624,782
-251,749
2157
$9.96M ﹤0.01%
71,207
-68,269
2158
$9.93M ﹤0.01%
68,889
-448,709
2159
$9.93M ﹤0.01%
318,871
+145,469
2160
$9.9M ﹤0.01%
157,048
-299,214
2161
$9.9M ﹤0.01%
493,926
+335,084
2162
$9.89M ﹤0.01%
565,420
+167,489
2163
$9.89M ﹤0.01%
125,603
-12,079
2164
$9.88M ﹤0.01%
165,410
-99,479
2165
$9.88M ﹤0.01%
115,480
-158,863
2166
$9.87M ﹤0.01%
168,646
+968
2167
$9.86M ﹤0.01%
979,140
-39,748
2168
$9.82M ﹤0.01%
210,680
-32,000
2169
$9.8M ﹤0.01%
1,602,173
-76,092
2170
$9.79M ﹤0.01%
640,554
-19,257
2171
$9.75M ﹤0.01%
270,264
-134,468
2172
$9.7M ﹤0.01%
149,620
-51,594
2173
$9.69M ﹤0.01%
298,075
-429,500
2174
$9.68M ﹤0.01%
336,109
-119,319
2175
$9.68M ﹤0.01%
315,579
-95,828