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
2501
$6.76M ﹤0.01%
162,323
+86,531
2502
$6.76M ﹤0.01%
914,629
-25,916
2503
$6.75M ﹤0.01%
238,649
+88,257
2504
$6.75M ﹤0.01%
382,289
-42,285
2505
$6.74M ﹤0.01%
234,251
+69,622
2506
$6.73M ﹤0.01%
147,305
-3,206
2507
$6.71M ﹤0.01%
263,703
+45,207
2508
$6.7M ﹤0.01%
359,007
+358,934
2509
$6.67M ﹤0.01%
99,690
+7,812
2510
$6.66M ﹤0.01%
218,020
+1,903
2511
$6.66M ﹤0.01%
45,860
+11,628
2512
$6.66M ﹤0.01%
197,223
+19,937
2513
$6.65M ﹤0.01%
320,331
+196,503
2514
$6.64M ﹤0.01%
60,688
+11,768
2515
$6.64M ﹤0.01%
150,581
+11,907
2516
$6.63M ﹤0.01%
76,642
-159,264
2517
$6.62M ﹤0.01%
320,935
-57,089
2518
$6.59M ﹤0.01%
1,348,278
+692,015
2519
$6.58M ﹤0.01%
299,574
+11,528
2520
$6.58M ﹤0.01%
264,838
+73,940
2521
$6.58M ﹤0.01%
49,702
+64
2522
$6.58M ﹤0.01%
208,115
+78,936
2523
$6.57M ﹤0.01%
307,277
+92,213
2524
$6.55M ﹤0.01%
240,841
+168,734
2525
$6.55M ﹤0.01%
63,666
+5,432
99 100
101
102 103