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
4101
$1.28M ﹤0.01%
23,578
-9,057
4102
$1.27M ﹤0.01%
1,982
+533
4103
$1.27M ﹤0.01%
45,089
-14,743
4104
$1.27M ﹤0.01%
101,802
+16,665
4105
$1.27M ﹤0.01%
133,154
-346
4106
$1.27M ﹤0.01%
32,020
-3,008
4107
$1.27M ﹤0.01%
35,180
-4,862
4108
$1.26M ﹤0.01%
185,399
+51,589
4109
$1.26M ﹤0.01%
552,455
+200
4110
$1.26M ﹤0.01%
97,562
-12,824
4111
$1.26M ﹤0.01%
39,351
-46,022
4112
$1.26M ﹤0.01%
75,282
-17,800
4113
$1.26M ﹤0.01%
109,782
-67,749
4114
$1.26M ﹤0.01%
86,998
+3,381
4115
$1.25M ﹤0.01%
343,741
+129,190
4116
$1.25M ﹤0.01%
74,877
-26,971
4117
$1.25M ﹤0.01%
300,538
-38,019
4118
$1.25M ﹤0.01%
570,474
-83,329
4119
$1.25M ﹤0.01%
67,788
+323
4120
$1.25M ﹤0.01%
62,617
-126,354
4121
$1.24M ﹤0.01%
20,182
+3,158
4122
$1.24M ﹤0.01%
43,184
-20,921
4123
$1.24M ﹤0.01%
174,284
+60,815
4124
$1.24M ﹤0.01%
62,339
-8,924
4125
$1.24M ﹤0.01%
271,370
-37,792
163 164
165
166 167