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
2401
$7.51M ﹤0.01%
669,039
+2,814
2402
$7.49M ﹤0.01%
404,422
-79,762
2403
$7.49M ﹤0.01%
203,517
-29,823
2404
$7.49M ﹤0.01%
229,143
+24,699
2405
$7.48M ﹤0.01%
231,515
-143,702
2406
$7.45M ﹤0.01%
500,445
-16,484
2407
$7.45M ﹤0.01%
188,188
-59,220
2408
$7.4M ﹤0.01%
1,591,545
-125,309
2409
$7.38M ﹤0.01%
119,880
+14,796
2410
$7.37M ﹤0.01%
171,195
+8,453
2411
$7.34M ﹤0.01%
131,373
+32,356
2412
$7.34M ﹤0.01%
585,190
-1,363,662
2413
$7.31M ﹤0.01%
57,313
+23,668
2414
$7.29M ﹤0.01%
138,680
+46,056
2415
$7.29M ﹤0.01%
934,300
+495,878
2416
$7.28M ﹤0.01%
1,024,470
-174,123
2417
$7.28M ﹤0.01%
114,117
+8,608
2418
$7.26M ﹤0.01%
223,392
-10,961
2419
$7.25M ﹤0.01%
669,575
+365,981
2420
$7.25M ﹤0.01%
143,587
-4,666
2421
$7.25M ﹤0.01%
547,396
-14,451
2422
$7.23M ﹤0.01%
275,551
+124,282
2423
$7.22M ﹤0.01%
542,243
-108,918
2424
$7.21M ﹤0.01%
340,288
-58,950
2425
$7.21M ﹤0.01%
667,269
-261,931
95 96
97
98 99