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
3576
$2.36M ﹤0.01%
215,828
+119,339
3577
$2.35M ﹤0.01%
40,167
+4,885
3578
$2.35M ﹤0.01%
162,123
+14,474
3579
$2.35M ﹤0.01%
49,809
-57,282
3580
$2.35M ﹤0.01%
120,533
+6,897
3581
$2.34M ﹤0.01%
40,951
+12,212
3582
$2.34M ﹤0.01%
76,224
+9,546
3583
$2.34M ﹤0.01%
47,100
-503
3584
$2.34M ﹤0.01%
188,694
+57,000
3585
$2.34M ﹤0.01%
179,650
+92,602
3586
$2.34M ﹤0.01%
248,770
-36,298
3587
$2.33M ﹤0.01%
79,650
+25,409
3588
$2.33M ﹤0.01%
162,690
-892,587
3589
$2.33M ﹤0.01%
51,352
-29,034
3590
$2.33M ﹤0.01%
372,051
-31,984
3591
$2.32M ﹤0.01%
180,994
+58,132
3592
$2.32M ﹤0.01%
198,777
-298,727
3593
$2.31M ﹤0.01%
121,856
-635,540
3594
$2.31M ﹤0.01%
154,257
-13,438
3595
$2.31M ﹤0.01%
128,889
+7,289
3596
$2.3M ﹤0.01%
55,323
+42,934
3597
$2.3M ﹤0.01%
225,082
+21,574
3598
$2.3M ﹤0.01%
77,451
+22,575
3599
$2.3M ﹤0.01%
253,036
+22,434
3600
$2.3M ﹤0.01%
341,443
-97,780
142 143
144
145 146