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
3951
$1.52M ﹤0.01%
24,808
-2,373
3952
$1.52M ﹤0.01%
149,321
+5,030
3953
$1.52M ﹤0.01%
71,960
-91,567
3954
$1.51M ﹤0.01%
187,770
-36,929
3955
$1.51M ﹤0.01%
116,475
-83,896
3956
$1.51M ﹤0.01%
118,641
+1,083
3957
$1.51M ﹤0.01%
169,357
-29,875
3958
$1.51M ﹤0.01%
250,689
-26,266
3959
$1.51M ﹤0.01%
83,960
-61,380
3960
$1.51M ﹤0.01%
47,493
+13,368
3961
$1.5M ﹤0.01%
122,757
-6,671
3962
$1.5M ﹤0.01%
263,383
-191,379
3963
$1.49M ﹤0.01%
43,576
+18,353
3964
$1.49M ﹤0.01%
16,123
-886,066
3965
$1.49M ﹤0.01%
134,616
-5,989
3966
$1.49M ﹤0.01%
81,697
+45,240
3967
$1.49M ﹤0.01%
54,078
-18,128
3968
$1.49M ﹤0.01%
63,780
-244,288
3969
$1.49M ﹤0.01%
50,925
-12,157
3970
$1.49M ﹤0.01%
249,551
-20,668
3971
$1.49M ﹤0.01%
151,824
+16,493
3972
$1.49M ﹤0.01%
59,027
+15,979
3973
$1.49M ﹤0.01%
32,073
-2,342
3974
$1.48M ﹤0.01%
6,329
+2,259
3975
$1.48M ﹤0.01%
60,253
-29,036
157 158
159
160 161