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
4051
$1.35M ﹤0.01%
83,649
+11,709
4052
$1.35M ﹤0.01%
44,100
-49,106
4053
$1.35M ﹤0.01%
26,254
+19,067
4054
$1.35M ﹤0.01%
328,222
-25,713
4055
$1.34M ﹤0.01%
71,051
+24,391
4056
$1.34M ﹤0.01%
68,072
+25,566
4057
$1.34M ﹤0.01%
394,564
-19,018
4058
$1.34M ﹤0.01%
24,087
+1,509
4059
$1.34M ﹤0.01%
55,030
+20,593
4060
$1.34M ﹤0.01%
117,649
-15,211
4061
$1.33M ﹤0.01%
465,192
-367,879
4062
$1.33M ﹤0.01%
83,884
+53
4063
$1.33M ﹤0.01%
8,540
+5,003
4064
$1.33M ﹤0.01%
114,888
-4,932
4065
$1.33M ﹤0.01%
11,527
+2,349
4066
$1.33M ﹤0.01%
49,110
-4,263
4067
$1.33M ﹤0.01%
59,010
-11,362
4068
$1.33M ﹤0.01%
69,191
+48,794
4069
$1.33M ﹤0.01%
942,687
+398,542
4070
$1.33M ﹤0.01%
3,282
+883
4071
$1.33M ﹤0.01%
61,857
-15,057
4072
$1.33M ﹤0.01%
13,639
+803
4073
$1.32M ﹤0.01%
27,565
-1,016
4074
$1.32M ﹤0.01%
49,088
+17,681
4075
$1.32M ﹤0.01%
25,517
-20,777
161 162
163
164 165