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
2926
$4.4M ﹤0.01%
237,666
-145,320
2927
$4.38M ﹤0.01%
445,330
-23,570
2928
$4.38M ﹤0.01%
92,744
-8,046
2929
$4.38M ﹤0.01%
175,067
+3,456
2930
$4.37M ﹤0.01%
215,934
-27,686
2931
$4.37M ﹤0.01%
107,044
+22,646
2932
$4.37M ﹤0.01%
47,291
+569
2933
$4.36M ﹤0.01%
319,012
+147,921
2934
$4.36M ﹤0.01%
34,891
-127,705
2935
$4.36M ﹤0.01%
125,753
+12,784
2936
$4.36M ﹤0.01%
49,832
-27,020
2937
$4.35M ﹤0.01%
448,915
+16,634
2938
$4.35M ﹤0.01%
114,374
-19,260
2939
$4.34M ﹤0.01%
55,649
+25,287
2940
$4.34M ﹤0.01%
139,618
+126,540
2941
$4.33M ﹤0.01%
63,560
+34,648
2942
$4.32M ﹤0.01%
163,154
-702,964
2943
$4.32M ﹤0.01%
79,227
-265,271
2944
$4.32M ﹤0.01%
101,263
+49,851
2945
$4.31M ﹤0.01%
222,197
-204,765
2946
$4.31M ﹤0.01%
117,753
-119,899
2947
$4.31M ﹤0.01%
387,495
+134,970
2948
$4.3M ﹤0.01%
200,024
+36,914
2949
$4.3M ﹤0.01%
174,862
+3,775
2950
$4.3M ﹤0.01%
172,792
+19,759
116 117
118
119 120