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
3476
$2.6M ﹤0.01%
198,390
+14,676
3477
$2.6M ﹤0.01%
+239,183
3478
$2.59M ﹤0.01%
67,933
-13,610
3479
$2.59M ﹤0.01%
295,663
+46,831
3480
$2.59M ﹤0.01%
25,420
-8,849
3481
$2.58M ﹤0.01%
62,835
-1,094
3482
$2.58M ﹤0.01%
74,179
-44,851
3483
$2.57M ﹤0.01%
104,883
+4,323
3484
$2.57M ﹤0.01%
117,853
-3,347
3485
$2.56M ﹤0.01%
256,283
+17,489
3486
$2.56M ﹤0.01%
137,336
-35,234
3487
$2.56M ﹤0.01%
124,005
-1,098,834
3488
$2.56M ﹤0.01%
409,408
+57,721
3489
$2.56M ﹤0.01%
29,611
+19,744
3490
$2.56M ﹤0.01%
6,856
-12,195
3491
$2.55M ﹤0.01%
133,735
+36,470
3492
$2.55M ﹤0.01%
45,722
+1,087
3493
$2.55M ﹤0.01%
234,740
+41,493
3494
$2.54M ﹤0.01%
162,877
+9,558
3495
$2.54M ﹤0.01%
63,331
-8,112
3496
$2.54M ﹤0.01%
116,257
+5,910
3497
$2.54M ﹤0.01%
106,683
-16,232
3498
$2.54M ﹤0.01%
26,846
-9,361
3499
$2.54M ﹤0.01%
47,381
+3,216
3500
$2.53M ﹤0.01%
99,473
+1,454
138 139
140
141 142