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
2876
$4.55M ﹤0.01%
190,000
2877
$4.55M ﹤0.01%
415,213
+304,610
2878
$4.55M ﹤0.01%
123,184
-2,161
2879
$4.55M ﹤0.01%
128,245
-43,094
2880
$4.55M ﹤0.01%
227,414
+40,931
2881
$4.55M ﹤0.01%
209,134
-468
2882
$4.54M ﹤0.01%
208,705
+75,889
2883
$4.54M ﹤0.01%
120,126
-4,856
2884
$4.54M ﹤0.01%
574,379
+50,354
2885
$4.54M ﹤0.01%
136,824
+25,259
2886
$4.54M ﹤0.01%
804,349
+109,597
2887
$4.54M ﹤0.01%
274,529
+27,465
2888
$4.54M ﹤0.01%
175,221
+16,631
2889
$4.53M ﹤0.01%
25,944
+16,690
2890
$4.53M ﹤0.01%
382,880
-16,708
2891
$4.53M ﹤0.01%
281,225
+14,304
2892
$4.52M ﹤0.01%
104,729
-96,173
2893
$4.52M ﹤0.01%
168,352
+7,087
2894
$4.52M ﹤0.01%
83,440
-12,971
2895
$4.52M ﹤0.01%
146,698
-14,186
2896
$4.52M ﹤0.01%
469,928
+924
2897
$4.51M ﹤0.01%
109,080
-91,427
2898
$4.51M ﹤0.01%
87,975
+26,407
2899
$4.51M ﹤0.01%
132,614
-6,828
2900
$4.5M ﹤0.01%
241,164
+15,684
114 115
116
117 118