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
2301
$8.38M ﹤0.01%
409,553
-74,476
2302
$8.38M ﹤0.01%
115,619
-32,098
2303
$8.38M ﹤0.01%
173,637
-57,256
2304
$8.37M ﹤0.01%
252,223
-97,676
2305
$8.37M ﹤0.01%
220,007
-2,458,096
2306
$8.37M ﹤0.01%
220,046
-132,826
2307
$8.37M ﹤0.01%
221,448
-17,373
2308
$8.37M ﹤0.01%
514,223
-15,161
2309
$8.35M ﹤0.01%
189,497
-67,741
2310
$8.34M ﹤0.01%
725,390
-253,503
2311
$8.33M ﹤0.01%
433,993
+166,159
2312
$8.33M ﹤0.01%
85,157
-62,081
2313
$8.33M ﹤0.01%
623,205
-65,153
2314
$8.32M ﹤0.01%
429,256
-1,371,626
2315
$8.31M ﹤0.01%
366,503
-348,260
2316
$8.31M ﹤0.01%
334,899
-290,076
2317
$8.3M ﹤0.01%
240,298
+212,115
2318
$8.28M ﹤0.01%
200,032
-15,314
2319
$8.28M ﹤0.01%
1,860,985
+1,046,319
2320
$8.28M ﹤0.01%
124,473
-27,543
2321
$8.27M ﹤0.01%
167,426
-59,110
2322
$8.26M ﹤0.01%
322,536
+1,974
2323
$8.26M ﹤0.01%
409,793
+180,101
2324
$8.23M ﹤0.01%
260,406
-43,734
2325
$8.22M ﹤0.01%
662,776
-2,308
91 92
93
94 95