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
3901
$1.61M ﹤0.01%
157,727
+25,792
3902
$1.61M ﹤0.01%
9,158
+236
3903
$1.6M ﹤0.01%
37,623
-1,220
3904
$1.6M ﹤0.01%
5,016
-745
3905
$1.6M ﹤0.01%
162,571
-121,785
3906
$1.6M ﹤0.01%
90,999
-33,014
3907
$1.6M ﹤0.01%
630,451
+54,173
3908
$1.6M ﹤0.01%
239,842
-2,256,953
3909
$1.6M ﹤0.01%
6,843,854
-1,043,888
3910
$1.59M ﹤0.01%
51,818
-3,438
3911
$1.59M ﹤0.01%
31,463
-17,437
3912
$1.59M ﹤0.01%
177,128
-46,334
3913
$1.59M ﹤0.01%
17,517
-3,695
3914
$1.58M ﹤0.01%
89,053
-44,175
3915
$1.58M ﹤0.01%
13,070
+2,623
3916
$1.58M ﹤0.01%
269,482
+154,860
3917
$1.57M ﹤0.01%
149,963
+44,840
3918
$1.57M ﹤0.01%
72,755
-3,302
3919
$1.57M ﹤0.01%
38,112
+15,941
3920
$1.57M ﹤0.01%
120,150
-12,169
3921
$1.57M ﹤0.01%
17,570
-1,583
3922
$1.56M ﹤0.01%
329,393
-14,941
3923
$1.56M ﹤0.01%
132,456
+2,685
3924
$1.56M ﹤0.01%
120,811
-21,280
3925
$1.56M ﹤0.01%
78,561
-120,526
155 156
157
158 159