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
3301
$3.06M ﹤0.01%
87,703
-34,446
3302
$3.06M ﹤0.01%
157,554
+10,305
3303
$3.05M ﹤0.01%
202,209
+136,989
3304
$3.05M ﹤0.01%
70,996
+22,625
3305
$3.05M ﹤0.01%
39,305
-19,041
3306
$3.05M ﹤0.01%
1,291
+266
3307
$3.05M ﹤0.01%
393,414
+19,601
3308
$3.05M ﹤0.01%
120,077
-8,031
3309
$3.05M ﹤0.01%
316,383
-47,832
3310
$3.04M ﹤0.01%
86,983
+7,622
3311
$3.04M ﹤0.01%
239,409
-34,355
3312
$3.04M ﹤0.01%
114,799
-147,040
3313
$3.03M ﹤0.01%
290,555
+26,181
3314
$3.03M ﹤0.01%
158,281
+107,627
3315
$3.03M ﹤0.01%
246,460
+79,621
3316
$3.02M ﹤0.01%
76,098
+10,838
3317
$3.02M ﹤0.01%
79,273
-96,229
3318
$3.02M ﹤0.01%
101,232
-14,931
3319
$3.01M ﹤0.01%
50,612
-4,399
3320
$3.01M ﹤0.01%
179,327
-23,774
3321
$3.01M ﹤0.01%
99,564
-22,315
3322
$3.01M ﹤0.01%
162,072
-4,816
3323
$3M ﹤0.01%
158,174
+51,982
3324
$3M ﹤0.01%
307,149
-115,307
3325
$3M ﹤0.01%
77,467
-20,493
131 132
133
134 135