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
3276
$3.15M ﹤0.01%
180,203
+48,316
3277
$3.14M ﹤0.01%
45,929
+9,033
3278
$3.14M ﹤0.01%
209,455
-10,371
3279
$3.14M ﹤0.01%
64,085
-24,219
3280
$3.14M ﹤0.01%
136,268
+65,454
3281
$3.13M ﹤0.01%
606,768
+29,899
3282
$3.13M ﹤0.01%
208,648
+8,239
3283
$3.13M ﹤0.01%
297,060
-332,220
3284
$3.13M ﹤0.01%
352,779
+16,095
3285
$3.13M ﹤0.01%
180,253
+16,748
3286
$3.12M ﹤0.01%
243,998
-403,651
3287
$3.12M ﹤0.01%
198,474
+14,422
3288
$3.12M ﹤0.01%
2,458
+1,376
3289
$3.11M ﹤0.01%
51,573
-34,980
3290
$3.11M ﹤0.01%
72,805
-329,754
3291
$3.1M ﹤0.01%
191,111
+13,816
3292
$3.1M ﹤0.01%
92,731
-29,513
3293
$3.1M ﹤0.01%
426,975
+396,695
3294
$3.09M ﹤0.01%
106,351
+72,565
3295
$3.08M ﹤0.01%
215,160
-86,480
3296
$3.08M ﹤0.01%
53,131
-19,700
3297
$3.07M ﹤0.01%
326,196
-30,300
3298
$3.07M ﹤0.01%
190,434
+85,955
3299
$3.06M ﹤0.01%
139,073
+58,598
3300
$3.06M ﹤0.01%
247,570
+210,205
130 131
132
133 134