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
3501
$2.53M ﹤0.01%
190,061
+23,576
3502
$2.53M ﹤0.01%
179,225
+9,075
3503
$2.53M ﹤0.01%
41,468
-28,600
3504
$2.52M ﹤0.01%
102,883
+12,849
3505
$2.52M ﹤0.01%
82,585
+22,826
3506
$2.52M ﹤0.01%
194,428
+7,426
3507
$2.52M ﹤0.01%
32,389
-11,330
3508
$2.52M ﹤0.01%
32,702
+6,064
3509
$2.51M ﹤0.01%
84,289
-8,307
3510
$2.51M ﹤0.01%
82,964
-9,057
3511
$2.51M ﹤0.01%
10,997
-256
3512
$2.51M ﹤0.01%
84,054
+31,120
3513
$2.5M ﹤0.01%
79,514
-12,206
3514
$2.5M ﹤0.01%
202,552
-23,394
3515
$2.5M ﹤0.01%
64,835
+28,490
3516
$2.5M ﹤0.01%
100,477
+7,256
3517
$2.5M ﹤0.01%
99,412
+22,564
3518
$2.49M ﹤0.01%
63,986
+51,198
3519
$2.49M ﹤0.01%
176,283
-3,897
3520
$2.49M ﹤0.01%
145,406
-45,595
3521
$2.48M ﹤0.01%
162,996
-3,167
3522
$2.48M ﹤0.01%
126,833
+18,284
3523
$2.48M ﹤0.01%
470,879
-46,308
3524
$2.47M ﹤0.01%
52,943
-487
3525
$2.47M ﹤0.01%
39,569
-211,935
139 140
141
142 143