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
3351
$2.93M ﹤0.01%
104,796
-45,506
3352
$2.93M ﹤0.01%
110,670
+12,591
3353
$2.93M ﹤0.01%
169,880
-61,727
3354
$2.93M ﹤0.01%
82,274
+6,406
3355
$2.93M ﹤0.01%
93,731
+784
3356
$2.92M ﹤0.01%
+401,876
3357
$2.91M ﹤0.01%
24,930
-12,532
3358
$2.91M ﹤0.01%
302,929
+59,791
3359
$2.91M ﹤0.01%
56,259
-26,536
3360
$2.91M ﹤0.01%
114,995
-1,098
3361
$2.9M ﹤0.01%
245,262
+8,019
3362
$2.89M ﹤0.01%
89,341
-79,915
3363
$2.89M ﹤0.01%
78,015
-91,451
3364
$2.89M ﹤0.01%
128,736
-43,138
3365
$2.89M ﹤0.01%
114,307
-45,586
3366
$2.88M ﹤0.01%
54,240
-216,742
3367
$2.87M ﹤0.01%
103,368
-396,370
3368
$2.87M ﹤0.01%
175,329
-205,195
3369
$2.87M ﹤0.01%
53,165
-21,136
3370
$2.87M ﹤0.01%
49,143
-23,366
3371
$2.87M ﹤0.01%
286,582
+59,484
3372
$2.86M ﹤0.01%
25,914
+11,548
3373
$2.86M ﹤0.01%
71,041
-12,137
3374
$2.86M ﹤0.01%
20,071
+4,185
3375
$2.85M ﹤0.01%
231,085
+15,636
133 134
135
136 137