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
3676
$2.06M ﹤0.01%
34,706
+15,811
3677
$2.06M ﹤0.01%
150,554
+25,708
3678
$2.06M ﹤0.01%
287,140
+76,730
3679
$2.06M ﹤0.01%
76,030
+11,305
3680
$2.06M ﹤0.01%
31,527
+11,429
3681
$2.05M ﹤0.01%
633,944
+22,298
3682
$2.05M ﹤0.01%
44,341
-33,198
3683
$2.05M ﹤0.01%
83,474
-39,129
3684
$2.05M ﹤0.01%
149,603
-16,999
3685
$2.05M ﹤0.01%
97,006
-17,508
3686
$2.05M ﹤0.01%
35,247
-14,943
3687
$2.04M ﹤0.01%
45,128
+15,729
3688
$2.04M ﹤0.01%
101,954
-18,835
3689
$2.04M ﹤0.01%
25,864
-6,897
3690
$2.04M ﹤0.01%
473,038
-15,050
3691
$2.03M ﹤0.01%
207,945
-30,933
3692
$2.03M ﹤0.01%
79,338
+6,483
3693
$2.03M ﹤0.01%
74,204
-13,730
3694
$2.03M ﹤0.01%
65,897
-41,577
3695
$2.03M ﹤0.01%
152,334
-13,985
3696
$2.03M ﹤0.01%
3,217,042
+1,787,651
3697
$2.02M ﹤0.01%
78,945
+7,474
3698
$2.02M ﹤0.01%
221,279
-36,990
3699
$2.02M ﹤0.01%
123,438
+43,452
3700
$2.02M ﹤0.01%
38,613
+20,354
146 147
148
149 150