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
2351
$7.98M ﹤0.01%
1,565,235
+218,623
2352
$7.95M ﹤0.01%
385,108
-49,688
2353
$7.92M ﹤0.01%
372,044
+4,006
2354
$7.92M ﹤0.01%
229,270
+71,958
2355
$7.9M ﹤0.01%
206,442
-124,848
2356
$7.89M ﹤0.01%
784,383
+9,255
2357
$7.88M ﹤0.01%
90,417
-29,582
2358
$7.88M ﹤0.01%
605,580
+60,582
2359
$7.87M ﹤0.01%
389,963
-165,318
2360
$7.87M ﹤0.01%
502,276
-38,029
2361
$7.87M ﹤0.01%
122,379
-44,633
2362
$7.85M ﹤0.01%
353,169
-83,200
2363
$7.84M ﹤0.01%
582,476
-54,689
2364
$7.84M ﹤0.01%
178,732
+6,309
2365
$7.81M ﹤0.01%
103,844
+21,238
2366
$7.8M ﹤0.01%
298,968
-310,228
2367
$7.8M ﹤0.01%
265,456
-95,048
2368
$7.8M ﹤0.01%
145,015
-26,620
2369
$7.79M ﹤0.01%
616,193
-13,435
2370
$7.79M ﹤0.01%
557,465
+109,777
2371
$7.79M ﹤0.01%
817,826
-170,812
2372
$7.78M ﹤0.01%
253,633
+241,097
2373
$7.77M ﹤0.01%
195,656
+1,974
2374
$7.77M ﹤0.01%
315,524
-18,035
2375
$7.76M ﹤0.01%
435,956
+14,432
93 94
95
96 97