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
2201
$9.34M ﹤0.01%
145,122
+1,153
2202
$9.34M ﹤0.01%
364,788
+9,989
2203
$9.31M ﹤0.01%
365,467
-32,979
2204
$9.3M ﹤0.01%
219,894
+9,184
2205
$9.29M ﹤0.01%
488,409
+12,719
2206
$9.28M ﹤0.01%
151,448
-46,506
2207
$9.26M ﹤0.01%
123,521
+63,978
2208
$9.26M ﹤0.01%
531,891
-159,888
2209
$9.25M ﹤0.01%
486,661
-278,657
2210
$9.23M ﹤0.01%
1,170,893
+727,389
2211
$9.23M ﹤0.01%
172,488
-20,581
2212
$9.22M ﹤0.01%
1,538,032
+618,119
2213
$9.21M ﹤0.01%
112,118
+89,437
2214
$9.21M ﹤0.01%
669,839
-57,472
2215
$9.19M ﹤0.01%
532,232
+35,160
2216
$9.19M ﹤0.01%
351,630
+46,570
2217
$9.19M ﹤0.01%
950,936
-123,491
2218
$9.18M ﹤0.01%
1,596,713
-1,639,965
2219
$9.17M ﹤0.01%
502,575
+78,962
2220
$9.16M ﹤0.01%
654,026
+414,417
2221
$9.14M ﹤0.01%
130,310
+19,311
2222
$9.13M ﹤0.01%
465,420
-8,775
2223
$9.12M ﹤0.01%
553,678
+51,168
2224
$9.12M ﹤0.01%
601,835
+56,535
2225
$9.11M ﹤0.01%
96,112
-109,586
87 88
89
90 91