Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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 Quarter Est. Return
1 Year Est. Return
+24.8%
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
6,906
New
Increased
Reduced
Closed

Top Buys

1
+$482M
2
+$431M
3
+$429M
4
BKNG icon
Booking.com
BKNG
+$383M
5
AABA
Altaba Inc
AABA
+$379M

Top Sells

1
+$1.94B
2
+$835M
3
+$784M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$579M
5
ETP
Energy Transfer Partners L.p.
ETP
+$539M

Sector Composition

1 Technology 9.94%
2 Financials 9.62%
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
2476
$6.87M ﹤0.01%
72,036
-14,823
2477
$6.87M ﹤0.01%
271,048
+42,425
2478
$6.85M ﹤0.01%
205,212
-10,548
2479
$6.85M ﹤0.01%
285,332
-107,504
2480
$6.85M ﹤0.01%
183,310
-175,139
2481
$6.84M ﹤0.01%
330,803
+154,187
2482
$6.84M ﹤0.01%
165,294
-126,733
2483
$6.82M ﹤0.01%
298,598
-46,753
2484
$6.82M ﹤0.01%
205,661
-116,520
2485
$6.81M ﹤0.01%
202,174
+111,043
2486
$6.81M ﹤0.01%
171,017
+58,102
2487
$6.81M ﹤0.01%
133,710
+3,521
2488
$6.8M ﹤0.01%
181,253
-46,100
2489
$6.8M ﹤0.01%
959,632
+162,108
2490
$6.8M ﹤0.01%
530,611
+19,151
2491
$6.8M ﹤0.01%
421,437
-37,974
2492
$6.8M ﹤0.01%
60,558
-429
2493
$6.79M ﹤0.01%
190,192
+10,154
2494
$6.79M ﹤0.01%
148,265
+142,198
2495
$6.79M ﹤0.01%
308,726
-513,699
2496
$6.78M ﹤0.01%
295,605
+21,154
2497
$6.78M ﹤0.01%
303,007
-102,588
2498
$6.77M ﹤0.01%
126,042
-102,604
2499
$6.77M ﹤0.01%
1,003,039
-1,718,873
2500
$6.77M ﹤0.01%
445,520
+14,279
98 99
100
101 102