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
4176
$1.15M ﹤0.01%
54,729
+9,588
4177
$1.15M ﹤0.01%
15,009
+8,832
4178
$1.15M ﹤0.01%
132,118
-3,217
4179
$1.15M ﹤0.01%
81,547
-2,657
4180
$1.15M ﹤0.01%
12,183
-441
4181
$1.14M ﹤0.01%
26,392
-50,508
4182
$1.14M ﹤0.01%
74,095
-320
4183
$1.14M ﹤0.01%
73,350
+20,266
4184
$1.14M ﹤0.01%
42,425
+6,806
4185
$1.14M ﹤0.01%
54,047
+1,796
4186
$1.13M ﹤0.01%
40,830
+30,594
4187
$1.13M ﹤0.01%
43,220
+43,216
4188
$1.13M ﹤0.01%
31,823
-67,257
4189
$1.13M ﹤0.01%
75,537
-84,486
4190
$1.13M ﹤0.01%
20,591
+9,941
4191
$1.13M ﹤0.01%
25,928
+1,606
4192
$1.13M ﹤0.01%
31,364
+23,397
4193
$1.13M ﹤0.01%
82,382
-13,690
4194
$1.13M ﹤0.01%
72,566
+25,407
4195
$1.13M ﹤0.01%
74,524
-2,210
4196
$1.13M ﹤0.01%
77,105
+647
4197
$1.13M ﹤0.01%
551,692
+143,461
4198
$1.12M ﹤0.01%
133,622
+14,319
4199
$1.12M ﹤0.01%
115,137
-7,175
4200
$1.12M ﹤0.01%
81,164
-453,695
166 167
168
169 170