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
3776
$1.88M ﹤0.01%
71,382
+2,514
3777
$1.88M ﹤0.01%
103,934
-10,002
3778
$1.87M ﹤0.01%
74,235
+25,534
3779
$1.87M ﹤0.01%
109,882
-23,123
3780
$1.87M ﹤0.01%
56,957
-7,588
3781
$1.87M ﹤0.01%
280,748
-48,096
3782
$1.87M ﹤0.01%
33,299
-1,061
3783
$1.86M ﹤0.01%
106,075
-178,503
3784
$1.86M ﹤0.01%
61,467
+5,230
3785
$1.86M ﹤0.01%
20,727
+5,340
3786
$1.85M ﹤0.01%
59,814
-34,972
3787
$1.85M ﹤0.01%
43,033
-13,076
3788
$1.85M ﹤0.01%
45,571
-46,128
3789
$1.85M ﹤0.01%
70,404
+5,348
3790
$1.85M ﹤0.01%
95,474
+38,145
3791
$1.85M ﹤0.01%
143,752
-199,280
3792
$1.85M ﹤0.01%
167,854
-93,832
3793
$1.85M ﹤0.01%
32,593
-4,132
3794
$1.85M ﹤0.01%
31,862
-5,028
3795
$1.85M ﹤0.01%
355,083
+12,260
3796
$1.84M ﹤0.01%
64,839
-25,354
3797
$1.84M ﹤0.01%
158,332
-16,475
3798
$1.84M ﹤0.01%
37,544
+2,526
3799
$1.84M ﹤0.01%
37,443
-45,594
3800
$1.84M ﹤0.01%
326,415
-103,310
150 151
152
153 154