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
3051
$3.95M ﹤0.01%
234,685
-16,976
3052
$3.95M ﹤0.01%
107,682
+48,521
3053
$3.95M ﹤0.01%
141,513
+9,536
3054
$3.94M ﹤0.01%
33,653
+6,972
3055
$3.93M ﹤0.01%
157,774
-1,187
3056
$3.93M ﹤0.01%
90,213
-36,500
3057
$3.93M ﹤0.01%
351,760
+215,112
3058
$3.93M ﹤0.01%
292,872
-17,393
3059
$3.93M ﹤0.01%
678,245
-86,332
3060
$3.93M ﹤0.01%
534,402
+466,608
3061
$3.93M ﹤0.01%
146,394
+2,340
3062
$3.93M ﹤0.01%
245,409
+33,884
3063
$3.92M ﹤0.01%
481,368
-27,398
3064
$3.92M ﹤0.01%
456,764
-55,940
3065
$3.92M ﹤0.01%
76,175
+11,840
3066
$3.92M ﹤0.01%
146,647
+60,416
3067
$3.91M ﹤0.01%
43,072
+1,473
3068
$3.91M ﹤0.01%
31,275
-1,847
3069
$3.91M ﹤0.01%
254,665
+14,898
3070
$3.91M ﹤0.01%
65,515
-220,887
3071
$3.9M ﹤0.01%
97,472
-94,052
3072
$3.89M ﹤0.01%
236,511
+78,074
3073
$3.89M ﹤0.01%
157,447
+34,315
3074
$3.88M ﹤0.01%
80,560
-64,785
3075
$3.88M ﹤0.01%
87,533
-64,499
121 122
123
124 125