Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400B
AUM Growth
+$29.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,073
New
Increased
Reduced
Closed

Top Buys

1
+$828M
2
+$788M
3
+$771M
4
AAPL icon
Apple
AAPL
+$719M
5
BAX icon
Baxter International
BAX
+$571M

Top Sells

1
+$1.57B
2
+$967M
3
+$455M
4
BKNG icon
Booking.com
BKNG
+$401M
5
GGP
GGP Inc.
GGP
+$384M

Sector Composition

1 Technology 13.16%
2 Healthcare 9.53%
3 Financials 9.25%
4 Consumer Discretionary 7.98%
5 Communication Services 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2351
$10.5M ﹤0.01%
796,958
+636,524
2352
$10.5M ﹤0.01%
229,951
-4,732
2353
$10.5M ﹤0.01%
630,726
+46,326
2354
$10.5M ﹤0.01%
111,357
-303,859
2355
$10.5M ﹤0.01%
216,955
-39,806
2356
$10.5M ﹤0.01%
1,017,700
-35,011
2357
$10.5M ﹤0.01%
108,595
+23,270
2358
$10.5M ﹤0.01%
734,063
+295,797
2359
$10.5M ﹤0.01%
288,241
-47,453
2360
$10.5M ﹤0.01%
607,754
+68,741
2361
$10.4M ﹤0.01%
192,104
+403
2362
$10.4M ﹤0.01%
236,756
+76,114
2363
$10.4M ﹤0.01%
242,031
-8,124
2364
$10.4M ﹤0.01%
1,065,903
-109,429
2365
$10.4M ﹤0.01%
187,813
-56,550
2366
$10.4M ﹤0.01%
152,231
-303,227
2367
$10.4M ﹤0.01%
2,800,572
+880,228
2368
$10.4M ﹤0.01%
113,452
-21,479
2369
$10.4M ﹤0.01%
2,237,742
+744,858
2370
$10.4M ﹤0.01%
348,562
+102,075
2371
$10.3M ﹤0.01%
101,570
-15,667
2372
$10.3M ﹤0.01%
1,724,425
-69,620
2373
$10.3M ﹤0.01%
54,988
-941,056
2374
$10.3M ﹤0.01%
538,923
+4,239
2375
$10.3M ﹤0.01%
147,013
+73,874
93 94
95
96 97