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
2576
$6.19M ﹤0.01%
307,402
+57,975
2577
$6.19M ﹤0.01%
612,989
+87,032
2578
$6.19M ﹤0.01%
514,101
+274,912
2579
$6.18M ﹤0.01%
145,759
+74,789
2580
$6.18M ﹤0.01%
213,124
+17,862
2581
$6.17M ﹤0.01%
859,186
+622,163
2582
$6.16M ﹤0.01%
178,643
+9,555
2583
$6.16M ﹤0.01%
291,505
-52,130
2584
$6.14M ﹤0.01%
305,747
+138,794
2585
$6.14M ﹤0.01%
735,783
-71,075
2586
$6.14M ﹤0.01%
465,609
-140,305
2587
$6.14M ﹤0.01%
262,441
+24,027
2588
$6.13M ﹤0.01%
118,567
+19,303
2589
$6.12M ﹤0.01%
162,333
+87,510
2590
$6.11M ﹤0.01%
147,700
-44,954
2591
$6.11M ﹤0.01%
146,565
-103,372
2592
$6.09M ﹤0.01%
265,931
+184,363
2593
$6.09M ﹤0.01%
159,863
-51,156
2594
$6.09M ﹤0.01%
75,525
+18,575
2595
$6.09M ﹤0.01%
545,062
-153,499
2596
$6.08M ﹤0.01%
117,647
-3,475
2597
$6.07M ﹤0.01%
277,538
-22,112
2598
$6.07M ﹤0.01%
376,982
+296,948
2599
$6.07M ﹤0.01%
405,308
+23,433
2600
$6.05M ﹤0.01%
216,959
+27,712
102 103
104
105 106