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
2326
$8.21M ﹤0.01%
756,455
+8,156
2327
$8.2M ﹤0.01%
177,588
+104,445
2328
$8.2M ﹤0.01%
387,819
+50,544
2329
$8.17M ﹤0.01%
206,156
+82,714
2330
$8.15M ﹤0.01%
58,055
-126,406
2331
$8.14M ﹤0.01%
738,523
-445,373
2332
$8.14M ﹤0.01%
2,414,286
+401,018
2333
$8.13M ﹤0.01%
379,784
+53,928
2334
$8.12M ﹤0.01%
14,653
+5,414
2335
$8.12M ﹤0.01%
1,956,338
-120,370
2336
$8.11M ﹤0.01%
396,408
+65,579
2337
$8.11M ﹤0.01%
74,944
-134,795
2338
$8.1M ﹤0.01%
261,551
-564,968
2339
$8.1M ﹤0.01%
283,345
-25,491
2340
$8.09M ﹤0.01%
160,238
+50,483
2341
$8.09M ﹤0.01%
335,470
+99,180
2342
$8.05M ﹤0.01%
231,547
+197,599
2343
$8.05M ﹤0.01%
591,727
-122,548
2344
$8.04M ﹤0.01%
182,142
+143,923
2345
$8.03M ﹤0.01%
140,718
+41,455
2346
$8.02M ﹤0.01%
468,767
+21,861
2347
$8.01M ﹤0.01%
236,240
+86,958
2348
$8M ﹤0.01%
848,046
-189,549
2349
$7.99M ﹤0.01%
276,994
+79,926
2350
$7.99M ﹤0.01%
239,848
+54,106
92 93
94
95 96