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
3726
$1.97M ﹤0.01%
492
-74
3727
$1.96M ﹤0.01%
138,151
-87,794
3728
$1.96M ﹤0.01%
37,835
-18,512
3729
$1.96M ﹤0.01%
38,252
-2,985
3730
$1.96M ﹤0.01%
97,457
-6,463
3731
$1.96M ﹤0.01%
228,878
+77,046
3732
$1.95M ﹤0.01%
106,224
+8,261
3733
$1.95M ﹤0.01%
73,344
+1,672
3734
$1.95M ﹤0.01%
110,997
+28,869
3735
$1.95M ﹤0.01%
26,046
-7,114
3736
$1.95M ﹤0.01%
68,589
-22,462
3737
$1.95M ﹤0.01%
150,952
+16,595
3738
$1.95M ﹤0.01%
+218,816
3739
$1.95M ﹤0.01%
114,104
+10,151
3740
$1.94M ﹤0.01%
18,668
-1,895
3741
$1.94M ﹤0.01%
62,608
+18,346
3742
$1.93M ﹤0.01%
157,891
+87,906
3743
$1.93M ﹤0.01%
114,849
-41,702
3744
$1.92M ﹤0.01%
76,989
+3,187
3745
$1.92M ﹤0.01%
394,645
+290,099
3746
$1.92M ﹤0.01%
136,756
+11,374
3747
$1.92M ﹤0.01%
68,157
+5,574
3748
$1.92M ﹤0.01%
165,438
-296,762
3749
$1.92M ﹤0.01%
26,351
-77,222
3750
$1.92M ﹤0.01%
70,035
+19,271
148 149
150
151 152