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
3851
$1.72M ﹤0.01%
107,735
-67,307
3852
$1.71M ﹤0.01%
87,147
+2,018
3853
$1.71M ﹤0.01%
7,516
-5,137
3854
$1.7M ﹤0.01%
62,662
+37,383
3855
$1.7M ﹤0.01%
78,188
-19,700
3856
$1.7M ﹤0.01%
108,064
-13,440
3857
$1.7M ﹤0.01%
49,817
-9,103
3858
$1.7M ﹤0.01%
28,042
+4,140
3859
$1.69M ﹤0.01%
28,725
-5,168
3860
$1.69M ﹤0.01%
249,771
+30,030
3861
$1.69M ﹤0.01%
33,374
-7,656
3862
$1.68M ﹤0.01%
71,130
-31,506
3863
$1.68M ﹤0.01%
122,681
-6,669
3864
$1.68M ﹤0.01%
15,578
+2,030
3865
$1.67M ﹤0.01%
324,718
+6,623
3866
$1.67M ﹤0.01%
20,753
-24,040
3867
$1.67M ﹤0.01%
67,106
+10,720
3868
$1.67M ﹤0.01%
138,508
+3,312
3869
$1.67M ﹤0.01%
187,028
+81,159
3870
$1.67M ﹤0.01%
187,246
-14,239
3871
$1.67M ﹤0.01%
303,289
-8,702
3872
$1.67M ﹤0.01%
37,917
+3,211
3873
$1.66M ﹤0.01%
70,528
-65,930
3874
$1.66M ﹤0.01%
67,501
+17,274
3875
$1.66M ﹤0.01%
229,557
-47,965
153 154
155
156 157