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
3926
$1.56M ﹤0.01%
91,467
+10,408
3927
$1.56M ﹤0.01%
63,674
+63,560
3928
$1.56M ﹤0.01%
64,470
+6,047
3929
$1.55M ﹤0.01%
18,474
+5,606
3930
$1.55M ﹤0.01%
67,967
-438
3931
$1.55M ﹤0.01%
37,417
-62,369
3932
$1.55M ﹤0.01%
50,228
-8,421
3933
$1.55M ﹤0.01%
96,753
-18,634
3934
$1.55M ﹤0.01%
258
-15
3935
$1.55M ﹤0.01%
107,951
+14,427
3936
$1.55M ﹤0.01%
98,748
-120,290
3937
$1.54M ﹤0.01%
91,185
+11,250
3938
$1.54M ﹤0.01%
30,821
-719
3939
$1.54M ﹤0.01%
99,623
-8,156
3940
$1.53M ﹤0.01%
47,067
+30,253
3941
$1.53M ﹤0.01%
78,305
-45,199
3942
$1.53M ﹤0.01%
358
+90
3943
$1.53M ﹤0.01%
51,764
-6,982
3944
$1.53M ﹤0.01%
74,741
+21,650
3945
$1.53M ﹤0.01%
94,199
-146,574
3946
$1.53M ﹤0.01%
21,383
-9,075
3947
$1.52M ﹤0.01%
51,285
+1,379
3948
$1.52M ﹤0.01%
42,493
-100,175
3949
$1.52M ﹤0.01%
117,720
+12,380
3950
$1.52M ﹤0.01%
52,186
-24,452
156 157
158
159 160