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
2676
$5.52M ﹤0.01%
117,966
+35,002
2677
$5.5M ﹤0.01%
144,431
+94,609
2678
$5.5M ﹤0.01%
209,088
+180,034
2679
$5.49M ﹤0.01%
354,897
-30,062
2680
$5.49M ﹤0.01%
219,615
+7,143
2681
$5.49M ﹤0.01%
526,043
-224,743
2682
$5.48M ﹤0.01%
143,114
+39,270
2683
$5.48M ﹤0.01%
175,564
-4,234
2684
$5.48M ﹤0.01%
267,633
-21,903
2685
$5.47M ﹤0.01%
289,944
-208,999
2686
$5.46M ﹤0.01%
496,820
+143,519
2687
$5.46M ﹤0.01%
179,074
-50,683
2688
$5.45M ﹤0.01%
217,074
+54,778
2689
$5.44M ﹤0.01%
92,768
-71,631
2690
$5.42M ﹤0.01%
277,554
-114,256
2691
$5.41M ﹤0.01%
327,330
-164,426
2692
$5.4M ﹤0.01%
908,310
+12,917
2693
$5.4M ﹤0.01%
890,479
-142,199
2694
$5.4M ﹤0.01%
72,854
-14,765
2695
$5.39M ﹤0.01%
289,806
-6,713
2696
$5.37M ﹤0.01%
160,294
+83,700
2697
$5.37M ﹤0.01%
85,117
-279
2698
$5.36M ﹤0.01%
169,199
-141,797
2699
$5.35M ﹤0.01%
334,688
-12,028
2700
$5.35M ﹤0.01%
406,842
+38,984
106 107
108
109 110