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
3251
$3.28M ﹤0.01%
129,437
-719
3252
$3.27M ﹤0.01%
39,554
-12,777
3253
$3.26M ﹤0.01%
149,114
-7,088
3254
$3.26M ﹤0.01%
110,882
+7,251
3255
$3.26M ﹤0.01%
87,084
-35,695
3256
$3.26M ﹤0.01%
856,831
+43,631
3257
$3.25M ﹤0.01%
177,905
+305
3258
$3.24M ﹤0.01%
149,558
-964
3259
$3.24M ﹤0.01%
123,518
-14,965
3260
$3.22M ﹤0.01%
102,249
-14,898
3261
$3.22M ﹤0.01%
415,793
-39,284
3262
$3.21M ﹤0.01%
162,365
-32,085
3263
$3.21M ﹤0.01%
67,780
+2,510
3264
$3.2M ﹤0.01%
275,503
+10,519
3265
$3.2M ﹤0.01%
69,705
-13,352
3266
$3.2M ﹤0.01%
268,689
+61,810
3267
$3.18M ﹤0.01%
126,471
+104,989
3268
$3.17M ﹤0.01%
166,901
-386,022
3269
$3.17M ﹤0.01%
25,626
+1,522
3270
$3.17M ﹤0.01%
78,165
+6,713
3271
$3.16M ﹤0.01%
+175,641
3272
$3.16M ﹤0.01%
116,709
-3,409
3273
$3.16M ﹤0.01%
407,644
+66,042
3274
$3.16M ﹤0.01%
212,688
+10,770
3275
$3.15M ﹤0.01%
180,203
+48,316
129 130
131
132 133