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%
210,175
-208,435
3252
$3.28M ﹤0.01%
129,437
-719
3253
$3.27M ﹤0.01%
39,554
-12,777
3254
$3.26M ﹤0.01%
149,114
-7,088
3255
$3.26M ﹤0.01%
110,882
+7,251
3256
$3.26M ﹤0.01%
87,084
-35,695
3257
$3.26M ﹤0.01%
856,831
+43,631
3258
$3.25M ﹤0.01%
177,905
+305
3259
$3.24M ﹤0.01%
149,558
-964
3260
$3.24M ﹤0.01%
123,518
-14,965
3261
$3.22M ﹤0.01%
102,249
-14,898
3262
$3.22M ﹤0.01%
415,793
-39,284
3263
$3.21M ﹤0.01%
162,365
-32,085
3264
$3.21M ﹤0.01%
67,780
+2,510
3265
$3.2M ﹤0.01%
275,503
+10,519
3266
$3.2M ﹤0.01%
69,705
-13,352
3267
$3.2M ﹤0.01%
268,689
+61,810
3268
$3.18M ﹤0.01%
126,471
+104,989
3269
$3.17M ﹤0.01%
166,901
-386,022
3270
$3.17M ﹤0.01%
25,626
+1,522
3271
$3.17M ﹤0.01%
78,165
+6,713
3272
$3.16M ﹤0.01%
+175,641
3273
$3.16M ﹤0.01%
116,709
-3,409
3274
$3.16M ﹤0.01%
407,644
+66,042
3275
$3.16M ﹤0.01%
212,688
+10,770
129 130
131
132 133