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
2801
$4.92M ﹤0.01%
62,187
-10,611
2802
$4.92M ﹤0.01%
13,766
-11,233
2803
$4.91M ﹤0.01%
573,543
+16,480
2804
$4.89M ﹤0.01%
45,062
-70,578
2805
$4.88M ﹤0.01%
100,397
-6,955
2806
$4.88M ﹤0.01%
322,784
+87,132
2807
$4.88M ﹤0.01%
282,792
-48,263
2808
$4.87M ﹤0.01%
37,360
-37,068
2809
$4.86M ﹤0.01%
70,417
-8,036
2810
$4.86M ﹤0.01%
329,218
-192,766
2811
$4.86M ﹤0.01%
120,739
-31,881
2812
$4.85M ﹤0.01%
241,624
-31,794
2813
$4.85M ﹤0.01%
485,854
+370,784
2814
$4.85M ﹤0.01%
342,381
+30,736
2815
$4.84M ﹤0.01%
115,053
-2,742
2816
$4.82M ﹤0.01%
73,735
+9,879
2817
$4.81M ﹤0.01%
260,506
+18,236
2818
$4.81M ﹤0.01%
79,611
+20,991
2819
$4.81M ﹤0.01%
434,957
-4,159
2820
$4.8M ﹤0.01%
402,000
-989,447
2821
$4.8M ﹤0.01%
217,303
+202,114
2822
$4.8M ﹤0.01%
402,392
-25,927
2823
$4.79M ﹤0.01%
256,057
+167,531
2824
$4.78M ﹤0.01%
341,106
-60,169
2825
$4.78M ﹤0.01%
518,117
+461,831
111 112
113
114 115