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
3876
$1.65M ﹤0.01%
104,750
-173,575
3877
$1.65M ﹤0.01%
31,696
+16,793
3878
$1.65M ﹤0.01%
59,440
-56,235
3879
$1.65M ﹤0.01%
73,974
-32,423
3880
$1.65M ﹤0.01%
109,335
+71,814
3881
$1.64M ﹤0.01%
21,310
+4,121
3882
$1.64M ﹤0.01%
124,676
+121,080
3883
$1.64M ﹤0.01%
134,766
-137,030
3884
$1.63M ﹤0.01%
77,962
-11,973
3885
$1.63M ﹤0.01%
38,264
-1,476
3886
$1.63M ﹤0.01%
62,253
-5,600
3887
$1.63M ﹤0.01%
146,969
-104,725
3888
$1.63M ﹤0.01%
45,327
+5,874
3889
$1.63M ﹤0.01%
15,309
+3,669
3890
$1.63M ﹤0.01%
91,488
+12,817
3891
$1.63M ﹤0.01%
68,853
+2,044
3892
$1.63M ﹤0.01%
40,950
+10,313
3893
$1.63M ﹤0.01%
161,216
+7,752
3894
$1.63M ﹤0.01%
57,021
-3,483
3895
$1.62M ﹤0.01%
21,001
-48,410
3896
$1.62M ﹤0.01%
82,642
-72,348
3897
$1.61M ﹤0.01%
131,751
-16,153
3898
$1.61M ﹤0.01%
112,429
+10,759
3899
$1.61M ﹤0.01%
41,613
-59,737
3900
$1.61M ﹤0.01%
16,877
-4,046
154 155
156
157 158