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
3101
$3.78M ﹤0.01%
380,093
+92,571
3102
$3.78M ﹤0.01%
94,970
+41,926
3103
$3.78M ﹤0.01%
456,866
-61,110
3104
$3.78M ﹤0.01%
53,752
+23,443
3105
$3.77M ﹤0.01%
217,634
-10,765
3106
$3.77M ﹤0.01%
105,312
-25,216
3107
$3.76M ﹤0.01%
59,475
-3,703
3108
$3.76M ﹤0.01%
94,480
-35,187
3109
$3.76M ﹤0.01%
77,826
-10,724
3110
$3.75M ﹤0.01%
142,292
-35,587
3111
$3.75M ﹤0.01%
269,947
+82,034
3112
$3.75M ﹤0.01%
33,758
-2,614
3113
$3.74M ﹤0.01%
291,527
+22,506
3114
$3.74M ﹤0.01%
107,962
-9,580
3115
$3.74M ﹤0.01%
266,277
-16,604
3116
$3.73M ﹤0.01%
232,002
-29,358
3117
$3.73M ﹤0.01%
360,047
+244,037
3118
$3.73M ﹤0.01%
1,532,895
+85,598
3119
$3.72M ﹤0.01%
307,140
+8,061
3120
$3.72M ﹤0.01%
71,198
-49,429
3121
$3.72M ﹤0.01%
71,742
+18,787
3122
$3.72M ﹤0.01%
62,209
3123
$3.71M ﹤0.01%
67,672
-19,761
3124
$3.71M ﹤0.01%
179,137
-100,614
3125
$3.71M ﹤0.01%
68,607
-14,439
123 124
125
126 127