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
2276
$8.56M ﹤0.01%
397,730
-459,770
2277
$8.56M ﹤0.01%
112,533
+86,679
2278
$8.56M ﹤0.01%
1,015,365
-263,120
2279
$8.55M ﹤0.01%
1,373,378
+1,084,612
2280
$8.55M ﹤0.01%
249,249
-34,152
2281
$8.54M ﹤0.01%
179,140
+90,988
2282
$8.54M ﹤0.01%
147,171
+107,627
2283
$8.54M ﹤0.01%
233,118
+143,746
2284
$8.52M ﹤0.01%
72,545
+16,653
2285
$8.52M ﹤0.01%
529,223
-500,827
2286
$8.52M ﹤0.01%
135,715
-19,772
2287
$8.5M ﹤0.01%
69,955
-218,998
2288
$8.5M ﹤0.01%
695,876
+621,295
2289
$8.49M ﹤0.01%
338,773
+103,262
2290
$8.48M ﹤0.01%
884,624
+85,481
2291
$8.47M ﹤0.01%
310,004
+2,868
2292
$8.46M ﹤0.01%
673,845
+124,493
2293
$8.46M ﹤0.01%
145,566
+1,270
2294
$8.46M ﹤0.01%
160,529
+68,647
2295
$8.44M ﹤0.01%
240,034
+65,649
2296
$8.41M ﹤0.01%
734,579
+479,574
2297
$8.41M ﹤0.01%
149,150
-17,862
2298
$8.4M ﹤0.01%
215,988
-2,798
2299
$8.4M ﹤0.01%
563,336
+46,160
2300
$8.39M ﹤0.01%
298,752
-125,695
90 91
92
93 94