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
3651
$2.15M ﹤0.01%
45,695
-13,174
3652
$2.15M ﹤0.01%
85,276
-120,591
3653
$2.14M ﹤0.01%
139,967
-46,842
3654
$2.14M ﹤0.01%
8,327
+210
3655
$2.14M ﹤0.01%
67,134
-12,512
3656
$2.14M ﹤0.01%
149,228
-7,939
3657
$2.13M ﹤0.01%
78,387
-175,455
3658
$2.13M ﹤0.01%
119,464
+22,688
3659
$2.13M ﹤0.01%
140,508
-3,935
3660
$2.13M ﹤0.01%
20,992
+4,475
3661
$2.12M ﹤0.01%
78,001
-219,577
3662
$2.12M ﹤0.01%
101,959
-41,979
3663
$2.12M ﹤0.01%
134,532
-12,048
3664
$2.12M ﹤0.01%
86,441
-38,445
3665
$2.1M ﹤0.01%
115,770
-95,478
3666
$2.1M ﹤0.01%
49,888
+25,051
3667
$2.09M ﹤0.01%
78,961
-13,529
3668
$2.09M ﹤0.01%
89,223
+3,183
3669
$2.09M ﹤0.01%
168,534
+18,570
3670
$2.09M ﹤0.01%
156,486
-39,115
3671
$2.09M ﹤0.01%
77,032
-12,140
3672
$2.09M ﹤0.01%
2,643,038
+317,165
3673
$2.07M ﹤0.01%
85,523
-21,826
3674
$2.07M ﹤0.01%
94,075
+38,382
3675
$2.07M ﹤0.01%
43,165
+35,733
145 146
147
148 149