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
3526
$2.47M ﹤0.01%
113,087
-38,247
3527
$2.47M ﹤0.01%
97,760
-60,413
3528
$2.47M ﹤0.01%
268,023
-877,063
3529
$2.47M ﹤0.01%
191,618
+69,928
3530
$2.47M ﹤0.01%
46,012
+22,910
3531
$2.47M ﹤0.01%
163,886
+4,453
3532
$2.47M ﹤0.01%
55,633
-7,428
3533
$2.47M ﹤0.01%
286,905
-1,500
3534
$2.46M ﹤0.01%
189,900
+6,572
3535
$2.46M ﹤0.01%
239,922
+105,070
3536
$2.46M ﹤0.01%
96,624
-56,901
3537
$2.46M ﹤0.01%
120,663
+26,420
3538
$2.45M ﹤0.01%
107,188
-1,034,287
3539
$2.44M ﹤0.01%
98,311
-44,760
3540
$2.44M ﹤0.01%
144,567
-129,157
3541
$2.44M ﹤0.01%
64,352
-5,831
3542
$2.44M ﹤0.01%
1,476
-1,916
3543
$2.44M ﹤0.01%
215,845
+20,872
3544
$2.44M ﹤0.01%
152,147
+7,460
3545
$2.44M ﹤0.01%
87,665
+24,419
3546
$2.44M ﹤0.01%
133,160
+4,433
3547
$2.44M ﹤0.01%
52,897
+22,094
3548
$2.43M ﹤0.01%
47,980
-41,688
3549
$2.43M ﹤0.01%
30,927
-32,487
3550
$2.42M ﹤0.01%
133,036
-55,604
140 141
142
143 144