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
2826
$4.78M ﹤0.01%
162,156
+16,479
2827
$4.78M ﹤0.01%
287,845
+6,380
2828
$4.78M ﹤0.01%
242,976
-20,074
2829
$4.77M ﹤0.01%
140,002
+34,065
2830
$4.77M ﹤0.01%
209,350
+15,686
2831
$4.77M ﹤0.01%
98,082
-34,070
2832
$4.76M ﹤0.01%
156,234
+6,432
2833
$4.76M ﹤0.01%
518,798
+66,544
2834
$4.76M ﹤0.01%
622,235
-736,708
2835
$4.76M ﹤0.01%
188,143
+17,605
2836
$4.76M ﹤0.01%
91,011
-20,554
2837
$4.76M ﹤0.01%
118,367
-5,552
2838
$4.75M ﹤0.01%
78,198
+24,113
2839
$4.75M ﹤0.01%
76,983
+72,702
2840
$4.74M ﹤0.01%
181,731
-95,537
2841
$4.74M ﹤0.01%
269,104
-64,222
2842
$4.73M ﹤0.01%
179,091
+25,421
2843
$4.71M ﹤0.01%
1,545,824
+1,259,885
2844
$4.71M ﹤0.01%
6,627
-8,457
2845
$4.71M ﹤0.01%
46,800
-9,632
2846
$4.71M ﹤0.01%
1,206,639
+475,071
2847
$4.7M ﹤0.01%
578,521
-101,918
2848
$4.69M ﹤0.01%
317,115
+164,523
2849
$4.69M ﹤0.01%
79,383
-11,348
2850
$4.68M ﹤0.01%
231,238
-1,575,301
112 113
114
115 116