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
3201
$3.46M ﹤0.01%
32,977
-7,506
3202
$3.46M ﹤0.01%
115,191
+23,018
3203
$3.46M ﹤0.01%
34,175
-1,607
3204
$3.46M ﹤0.01%
24,596
+3,293
3205
$3.46M ﹤0.01%
124,581
+56,347
3206
$3.46M ﹤0.01%
45,094
-6,380
3207
$3.45M ﹤0.01%
272,180
-39,821
3208
$3.45M ﹤0.01%
563,293
+117,158
3209
$3.45M ﹤0.01%
186,788
+92,358
3210
$3.44M ﹤0.01%
265,242
+2,143
3211
$3.44M ﹤0.01%
219,957
+183,870
3212
$3.44M ﹤0.01%
60,546
-13,701
3213
$3.44M ﹤0.01%
50,305
-15,224
3214
$3.44M ﹤0.01%
132,520
+2,028
3215
$3.42M ﹤0.01%
55,865
+1,302
3216
$3.42M ﹤0.01%
216,045
-43,325
3217
$3.42M ﹤0.01%
475,863
-404,827
3218
$3.41M ﹤0.01%
255,056
+9,520
3219
$3.41M ﹤0.01%
655,230
-47,168
3220
$3.4M ﹤0.01%
151,478
+17,564
3221
$3.4M ﹤0.01%
140,923
-13,770
3222
$3.39M ﹤0.01%
215,224
-250,224
3223
$3.38M ﹤0.01%
745,632
-939
3224
$3.38M ﹤0.01%
35,925
+7,855
3225
$3.37M ﹤0.01%
221,158
-1,060
127 128
129
130 131