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
2451
$7.07M ﹤0.01%
197,798
+63,147
2452
$7.07M ﹤0.01%
86,756
+990
2453
$7.06M ﹤0.01%
203,207
-2,747
2454
$7.04M ﹤0.01%
1,234,721
-53,564
2455
$7.04M ﹤0.01%
276,128
+197,329
2456
$7.04M ﹤0.01%
308,401
-37,071
2457
$7.03M ﹤0.01%
409,741
-135,773
2458
$7.03M ﹤0.01%
273,577
+193,891
2459
$7.03M ﹤0.01%
31,039
-10,301
2460
$7.02M ﹤0.01%
206,346
-58,660
2461
$7.01M ﹤0.01%
241,391
+10,230
2462
$7M ﹤0.01%
105,557
-17,035
2463
$7M ﹤0.01%
173,979
-41,262
2464
$6.99M ﹤0.01%
87,194
+55,869
2465
$6.98M ﹤0.01%
264,524
+11,805
2466
$6.97M ﹤0.01%
229,235
-350,453
2467
$6.95M ﹤0.01%
375,632
-495,539
2468
$6.94M ﹤0.01%
113,361
-30,703
2469
$6.93M ﹤0.01%
144,894
+27,312
2470
$6.93M ﹤0.01%
345,299
+294,822
2471
$6.92M ﹤0.01%
141,208
-64,064
2472
$6.92M ﹤0.01%
718,092
-14,844
2473
$6.92M ﹤0.01%
345,777
+217,924
2474
$6.92M ﹤0.01%
88,423
-104,000
2475
$6.89M ﹤0.01%
112,472
+46,628
97 98
99
100 101