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
4026
$1.39M ﹤0.01%
105,279
+2,733
4027
$1.39M ﹤0.01%
118,364
+27,811
4028
$1.39M ﹤0.01%
32,682
-41,244
4029
$1.39M ﹤0.01%
163,032
+2,298
4030
$1.39M ﹤0.01%
92,854
+2,120
4031
$1.38M ﹤0.01%
73,321
-19,563
4032
$1.38M ﹤0.01%
119,574
+3,927
4033
$1.38M ﹤0.01%
7,977
-8,202
4034
$1.38M ﹤0.01%
36,161
-11,304
4035
$1.38M ﹤0.01%
52,664
+31,999
4036
$1.38M ﹤0.01%
+80,398
4037
$1.38M ﹤0.01%
299,976
-1,614,927
4038
$1.38M ﹤0.01%
47,506
-9,679
4039
$1.38M ﹤0.01%
94,532
-111,207
4040
$1.37M ﹤0.01%
68,738
+25,019
4041
$1.36M ﹤0.01%
264,421
-331,353
4042
$1.36M ﹤0.01%
83,859
-18,458
4043
$1.36M ﹤0.01%
32,657
+1,405
4044
$1.35M ﹤0.01%
92,355
+35,540
4045
$1.35M ﹤0.01%
108,004
+7,945
4046
$1.35M ﹤0.01%
26,266
-14,803
4047
$1.35M ﹤0.01%
74,469
+26,839
4048
$1.35M ﹤0.01%
6,767
+1,383
4049
$1.35M ﹤0.01%
25,504
-116,358
4050
$1.35M ﹤0.01%
183,621
+44,068
160 161
162
163 164