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
3026
$4.01M ﹤0.01%
88,373
+16,864
3027
$4.01M ﹤0.01%
642,982
-184,714
3028
$4M ﹤0.01%
265,389
+45,633
3029
$4M ﹤0.01%
151,922
-31,104
3030
$4M ﹤0.01%
59,582
-38,426
3031
$4M ﹤0.01%
200,525
-317,163
3032
$4M ﹤0.01%
165,917
+22,988
3033
$3.99M ﹤0.01%
120,960
-194,029
3034
$3.99M ﹤0.01%
133,686
+9,589
3035
$3.99M ﹤0.01%
193,111
+11,871
3036
$3.98M ﹤0.01%
388,505
+13,403
3037
$3.98M ﹤0.01%
158,794
-39,832
3038
$3.98M ﹤0.01%
71,705
-65,895
3039
$3.98M ﹤0.01%
70,952
+5,667
3040
$3.98M ﹤0.01%
165,493
+29,549
3041
$3.97M ﹤0.01%
77,998
+21,283
3042
$3.97M ﹤0.01%
154,441
-48,382
3043
$3.97M ﹤0.01%
122,054
-583,015
3044
$3.97M ﹤0.01%
77,697
-18,567
3045
$3.97M ﹤0.01%
107,644
+12,537
3046
$3.97M ﹤0.01%
111,781
-136
3047
$3.97M ﹤0.01%
19,973
-2,719
3048
$3.96M ﹤0.01%
108,134
-20,759
3049
$3.96M ﹤0.01%
60,167
-7,665
3050
$3.95M ﹤0.01%
308,641
-255,786
120 121
122
123 124