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
3626
$2.21M ﹤0.01%
74,232
+9,347
3627
$2.21M ﹤0.01%
113,478
-2,905
3628
$2.21M ﹤0.01%
132,450
-92,611
3629
$2.21M ﹤0.01%
116,105
+71,972
3630
$2.21M ﹤0.01%
+90,200
3631
$2.2M ﹤0.01%
89,573
+3,922
3632
$2.2M ﹤0.01%
26,794
-793
3633
$2.2M ﹤0.01%
88,539
+3,048
3634
$2.19M ﹤0.01%
94,063
-138,067
3635
$2.19M ﹤0.01%
108,801
+31,375
3636
$2.19M ﹤0.01%
40,371
+25,645
3637
$2.18M ﹤0.01%
11,762
+2,840
3638
$2.18M ﹤0.01%
56,622
-27,388
3639
$2.18M ﹤0.01%
215,190
+51,494
3640
$2.17M ﹤0.01%
67,667
-192,261
3641
$2.17M ﹤0.01%
100,749
-216,681
3642
$2.17M ﹤0.01%
60,311
-107,110
3643
$2.17M ﹤0.01%
64,697
+24,809
3644
$2.17M ﹤0.01%
10,298
-620
3645
$2.17M ﹤0.01%
75,355
+37,472
3646
$2.16M ﹤0.01%
161,841
+11,180
3647
$2.16M ﹤0.01%
94,594
+53,266
3648
$2.16M ﹤0.01%
124,113
+56,703
3649
$2.15M ﹤0.01%
174,348
+104,877
3650
$2.15M ﹤0.01%
98,031
-3,534
144 145
146
147 148