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
3551
$2.42M ﹤0.01%
103,893
-22,902
3552
$2.42M ﹤0.01%
209,787
-139,414
3553
$2.41M ﹤0.01%
72,159
-88,233
3554
$2.41M ﹤0.01%
27,167
-1,024
3555
$2.41M ﹤0.01%
70,009
-14,846
3556
$2.41M ﹤0.01%
87,535
-4,546
3557
$2.41M ﹤0.01%
190,719
+88,253
3558
$2.41M ﹤0.01%
+95,495
3559
$2.41M ﹤0.01%
49,417
+11,422
3560
$2.4M ﹤0.01%
43,034
-9,834
3561
$2.4M ﹤0.01%
110,138
+7,696
3562
$2.4M ﹤0.01%
41,183
+5,677
3563
$2.39M ﹤0.01%
82,260
+11,539
3564
$2.39M ﹤0.01%
62,583
+6,490
3565
$2.39M ﹤0.01%
54,231
+221
3566
$2.39M ﹤0.01%
21,825
-29,429
3567
$2.38M ﹤0.01%
71,068
-116,756
3568
$2.38M ﹤0.01%
282,238
-80,538
3569
$2.38M ﹤0.01%
137,015
-380,341
3570
$2.38M ﹤0.01%
158,962
+2,709
3571
$2.38M ﹤0.01%
21,362
+297
3572
$2.38M ﹤0.01%
214,231
+168,261
3573
$2.37M ﹤0.01%
285,591
-50,639
3574
$2.37M ﹤0.01%
91,182
+26,790
3575
$2.37M ﹤0.01%
27,043
-5,448
141 142
143
144 145