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
3076
$3.87M ﹤0.01%
236,933
-25,959
3077
$3.87M ﹤0.01%
538,824
+29,504
3078
$3.87M ﹤0.01%
432,305
-13,509
3079
$3.87M ﹤0.01%
625,707
+59,947
3080
$3.87M ﹤0.01%
63,654
-11,142
3081
$3.86M ﹤0.01%
198,600
+25,290
3082
$3.86M ﹤0.01%
457,603
+90,253
3083
$3.85M ﹤0.01%
222,045
+24,489
3084
$3.85M ﹤0.01%
+229,299
3085
$3.84M ﹤0.01%
75,949
+39,506
3086
$3.84M ﹤0.01%
87,162
-105,649
3087
$3.84M ﹤0.01%
321,223
-174,441
3088
$3.83M ﹤0.01%
193,852
+28,775
3089
$3.83M ﹤0.01%
68,704
-749
3090
$3.82M ﹤0.01%
264,953
+2,786
3091
$3.82M ﹤0.01%
226,593
-158,344
3092
$3.82M ﹤0.01%
104,476
-8,053
3093
$3.82M ﹤0.01%
147,911
+18,024
3094
$3.81M ﹤0.01%
143,756
-42
3095
$3.8M ﹤0.01%
113,111
+11,932
3096
$3.79M ﹤0.01%
226,407
+21,727
3097
$3.79M ﹤0.01%
193,962
-51,082
3098
$3.79M ﹤0.01%
22,976
+1,175
3099
$3.79M ﹤0.01%
91,220
-4,210
3100
$3.78M ﹤0.01%
129,826
+16,916
122 123
124
125 126