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
3326
$3M ﹤0.01%
50,232
+5,464
3327
$2.99M ﹤0.01%
171,626
+3,337
3328
$2.99M ﹤0.01%
88,111
+31,966
3329
$2.99M ﹤0.01%
88,785
+5,520
3330
$2.99M ﹤0.01%
543,499
-8,689
3331
$2.98M ﹤0.01%
56,234
-27,025
3332
$2.98M ﹤0.01%
655,563
+515,703
3333
$2.98M ﹤0.01%
59,600
+56,100
3334
$2.97M ﹤0.01%
28,035
-18,128
3335
$2.97M ﹤0.01%
155,062
+77,856
3336
$2.97M ﹤0.01%
216,644
-7,826
3337
$2.96M ﹤0.01%
69,584
+18,214
3338
$2.96M ﹤0.01%
82,582
-25,719
3339
$2.96M ﹤0.01%
48,204
+3,790
3340
$2.96M ﹤0.01%
337,072
+14,331
3341
$2.96M ﹤0.01%
10,054
-1,744
3342
$2.96M ﹤0.01%
117,689
-76,482
3343
$2.96M ﹤0.01%
145,139
-1,662,490
3344
$2.96M ﹤0.01%
170,777
+62,780
3345
$2.95M ﹤0.01%
79,575
-2,627
3346
$2.95M ﹤0.01%
233,942
+31,380
3347
$2.94M ﹤0.01%
62,675
+24,012
3348
$2.94M ﹤0.01%
73,806
+6,688
3349
$2.94M ﹤0.01%
458,010
-265,723
3350
$2.94M ﹤0.01%
195,042
-52,893
132 133
134
135 136