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
2976
$4.17M ﹤0.01%
255,262
-165,926
2977
$4.17M ﹤0.01%
187,919
+149,584
2978
$4.16M ﹤0.01%
671,586
+397
2979
$4.15M ﹤0.01%
106,977
-24,160
2980
$4.15M ﹤0.01%
232,107
+6,135
2981
$4.14M ﹤0.01%
288,076
-5,309
2982
$4.14M ﹤0.01%
66,621
-9,487
2983
$4.13M ﹤0.01%
159,513
+92,168
2984
$4.13M ﹤0.01%
215,492
+72,955
2985
$4.12M ﹤0.01%
188,106
+56,137
2986
$4.12M ﹤0.01%
148,856
-41,971
2987
$4.12M ﹤0.01%
118,065
-7,293
2988
$4.12M ﹤0.01%
73,485
-4,275
2989
$4.12M ﹤0.01%
136,776
+15,092
2990
$4.12M ﹤0.01%
90,738
-1,314
2991
$4.11M ﹤0.01%
140,155
-110,230
2992
$4.11M ﹤0.01%
223,779
-2,468
2993
$4.11M ﹤0.01%
237,486
-82,986
2994
$4.11M ﹤0.01%
41,040
-5,693
2995
$4.1M ﹤0.01%
120,710
-10,884
2996
$4.1M ﹤0.01%
39,497
-1,870
2997
$4.09M ﹤0.01%
108,667
-4,924
2998
$4.09M ﹤0.01%
219,160
-134,886
2999
$4.08M ﹤0.01%
111,660
-47,085
3000
$4.08M ﹤0.01%
239,770
+68,089
118 119
120
121 122