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
3126
$3.71M ﹤0.01%
296,960
+10,605
3127
$3.71M ﹤0.01%
71,276
+55,183
3128
$3.71M ﹤0.01%
55,878
-4,880
3129
$3.71M ﹤0.01%
16,694
+2,349
3130
$3.71M ﹤0.01%
112,619
-172,535
3131
$3.7M ﹤0.01%
93,517
-46,094
3132
$3.7M ﹤0.01%
399,070
-205,566
3133
$3.69M ﹤0.01%
108,944
-2,573
3134
$3.69M ﹤0.01%
256,456
+19,563
3135
$3.69M ﹤0.01%
129,426
-116,854
3136
$3.69M ﹤0.01%
216,434
-127,487
3137
$3.68M ﹤0.01%
34,503
+2,172
3138
$3.67M ﹤0.01%
286,027
-29,715
3139
$3.67M ﹤0.01%
304,950
-3,010
3140
$3.67M ﹤0.01%
183,993
+27,171
3141
$3.66M ﹤0.01%
221,672
-219,339
3142
$3.66M ﹤0.01%
70,090
-2,850
3143
$3.66M ﹤0.01%
187,271
-49,921
3144
$3.66M ﹤0.01%
65,909
-5,933
3145
$3.65M ﹤0.01%
126,327
-7,631
3146
$3.65M ﹤0.01%
48,169
-10,116
3147
$3.64M ﹤0.01%
77,518
+25,649
3148
$3.64M ﹤0.01%
65,252
+21,506
3149
$3.64M ﹤0.01%
576,279
-236,888
3150
$3.63M ﹤0.01%
39,736
+322
124 125
126
127 128