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
3401
$2.77M ﹤0.01%
87,333
-18,176
3402
$2.77M ﹤0.01%
110,163
-56,118
3403
$2.77M ﹤0.01%
120,207
-198,339
3404
$2.76M ﹤0.01%
12,066
+5,032
3405
$2.76M ﹤0.01%
160,041
-31,760
3406
$2.76M ﹤0.01%
231,941
-255,802
3407
$2.76M ﹤0.01%
126,934
+83,236
3408
$2.76M ﹤0.01%
100,213
-21,809
3409
$2.76M ﹤0.01%
1,148,683
+126,372
3410
$2.75M ﹤0.01%
434,495
+100,001
3411
$2.75M ﹤0.01%
80,267
-46,879
3412
$2.75M ﹤0.01%
113,896
+55,051
3413
$2.75M ﹤0.01%
136,135
-44,266
3414
$2.75M ﹤0.01%
146,408
-44,136
3415
$2.74M ﹤0.01%
178,637
-35,412
3416
$2.74M ﹤0.01%
452,365
+234,155
3417
$2.73M ﹤0.01%
56,699
-10,376
3418
$2.73M ﹤0.01%
85,253
-10,840
3419
$2.72M ﹤0.01%
178,174
+27,898
3420
$2.72M ﹤0.01%
254,844
-13,080
3421
$2.72M ﹤0.01%
143,573
-1,468,763
3422
$2.71M ﹤0.01%
74,141
-11,976
3423
$2.71M ﹤0.01%
65,025
+34,477
3424
$2.71M ﹤0.01%
151,530
+81,859
3425
$2.71M ﹤0.01%
142,893
+25,256
135 136
137
138 139