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
3976
$1.48M ﹤0.01%
32,729
-441
3977
$1.48M ﹤0.01%
22,280
-1,883
3978
$1.48M ﹤0.01%
41,417
+11,146
3979
$1.47M ﹤0.01%
48,027
-22,885
3980
$1.47M ﹤0.01%
112,013
+9,776
3981
$1.47M ﹤0.01%
59,143
+13,369
3982
$1.47M ﹤0.01%
53,306
+27,092
3983
$1.46M ﹤0.01%
101,024
+1,985
3984
$1.46M ﹤0.01%
87,578
-21,378
3985
$1.46M ﹤0.01%
70,144
-48,143
3986
$1.46M ﹤0.01%
25,381
+11,461
3987
$1.46M ﹤0.01%
44,084
-36,793
3988
$1.46M ﹤0.01%
74,708
-38,806
3989
$1.46M ﹤0.01%
8,497
+1,229
3990
$1.45M ﹤0.01%
54,546
-2,428
3991
$1.45M ﹤0.01%
80,745
+11,079
3992
$1.45M ﹤0.01%
14,058
+1,339
3993
$1.45M ﹤0.01%
42,345
-63,354
3994
$1.45M ﹤0.01%
19,580
-7,433
3995
$1.44M ﹤0.01%
59,540
-29,945
3996
$1.44M ﹤0.01%
45,949
-2,150
3997
$1.44M ﹤0.01%
44,508
+10,653
3998
$1.44M ﹤0.01%
788,030
+294,013
3999
$1.43M ﹤0.01%
266,280
+92,513
4000
$1.43M ﹤0.01%
31,921
+9,295
158 159
160
161 162