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
3426
$2.71M ﹤0.01%
397,226
-56,542
3427
$2.71M ﹤0.01%
38,590
+18,492
3428
$2.7M ﹤0.01%
149,899
+42,802
3429
$2.7M ﹤0.01%
84,774
-174,857
3430
$2.7M ﹤0.01%
174,218
-12,536
3431
$2.7M ﹤0.01%
179,491
-697
3432
$2.7M ﹤0.01%
86,188
+35,764
3433
$2.69M ﹤0.01%
80,934
-19,816
3434
$2.69M ﹤0.01%
47,677
+3,893
3435
$2.69M ﹤0.01%
440,576
+184,752
3436
$2.69M ﹤0.01%
98,031
+18,277
3437
$2.69M ﹤0.01%
69,126
-5,391
3438
$2.69M ﹤0.01%
18,168
-83,181
3439
$2.69M ﹤0.01%
124,219
-15,867
3440
$2.68M ﹤0.01%
195,760
-45,946
3441
$2.68M ﹤0.01%
22,877
-2,085
3442
$2.68M ﹤0.01%
55,596
-11,249
3443
$2.68M ﹤0.01%
+1,860,400
3444
$2.67M ﹤0.01%
78,977
-398,491
3445
$2.67M ﹤0.01%
62,967
+47,017
3446
$2.67M ﹤0.01%
42,365
-944
3447
$2.67M ﹤0.01%
133,127
+40,183
3448
$2.67M ﹤0.01%
185,264
-37,512
3449
$2.66M ﹤0.01%
178,532
+20,534
3450
$2.66M ﹤0.01%
104,942
-2,615
136 137
138
139 140