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
2426
$7.21M ﹤0.01%
304,358
+74,427
2427
$7.2M ﹤0.01%
262,997
-57,907
2428
$7.2M ﹤0.01%
988,596
+275,419
2429
$7.19M ﹤0.01%
364,204
+247,494
2430
$7.18M ﹤0.01%
141,024
-23,480
2431
$7.18M ﹤0.01%
138,855
+65,974
2432
$7.18M ﹤0.01%
92,306
-6,214
2433
$7.17M ﹤0.01%
301,785
+197,221
2434
$7.17M ﹤0.01%
238,728
+17,674
2435
$7.16M ﹤0.01%
374,906
+46,745
2436
$7.16M ﹤0.01%
104,783
+89,337
2437
$7.14M ﹤0.01%
319,269
+13,905
2438
$7.14M ﹤0.01%
535,004
-400,520
2439
$7.12M ﹤0.01%
406,160
+149,953
2440
$7.12M ﹤0.01%
134,729
-91,843
2441
$7.11M ﹤0.01%
204,599
+135,645
2442
$7.11M ﹤0.01%
865,873
+261,770
2443
$7.11M ﹤0.01%
235,635
-43,844
2444
$7.1M ﹤0.01%
477,870
+22,209
2445
$7.09M ﹤0.01%
179,178
-20,044
2446
$7.09M ﹤0.01%
184,399
-7,197
2447
$7.09M ﹤0.01%
122,536
-309,306
2448
$7.09M ﹤0.01%
590,563
-1,117,236
2449
$7.07M ﹤0.01%
930,842
+544,672
2450
$7.07M ﹤0.01%
744,432
-1,260,195
96 97
98
99 100