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
2776
$5.01M ﹤0.01%
310,767
-77,213
2777
$5.01M ﹤0.01%
93,645
+18,512
2778
$5M ﹤0.01%
202,967
+165,215
2779
$5M ﹤0.01%
389,348
+6,819
2780
$5M ﹤0.01%
129,597
-63,507
2781
$5M ﹤0.01%
189,118
+76,766
2782
$5M ﹤0.01%
133,558
-40,649
2783
$5M ﹤0.01%
366,191
-28,686
2784
$4.99M ﹤0.01%
228,540
+19,403
2785
$4.99M ﹤0.01%
320,512
+63,784
2786
$4.99M ﹤0.01%
71,100
+1,672
2787
$4.99M ﹤0.01%
1,201,355
-10,950
2788
$4.97M ﹤0.01%
191,485
-58,860
2789
$4.97M ﹤0.01%
133,848
-482,716
2790
$4.97M ﹤0.01%
405,340
+61,788
2791
$4.97M ﹤0.01%
43,977
-80,644
2792
$4.97M ﹤0.01%
54,631
+19,510
2793
$4.96M ﹤0.01%
76,694
-22,995
2794
$4.96M ﹤0.01%
362,027
-27,615
2795
$4.95M ﹤0.01%
113,221
+250
2796
$4.94M ﹤0.01%
597,211
+34,707
2797
$4.93M ﹤0.01%
205,778
+6,832
2798
$4.93M ﹤0.01%
140,282
-15,995
2799
$4.93M ﹤0.01%
194,062
+16,582
2800
$4.92M ﹤0.01%
550,878
+70,639
110 111
112
113 114