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
4201
$1.12M ﹤0.01%
56,955
+684
4202
$1.12M ﹤0.01%
69,977
-15,672
4203
$1.12M ﹤0.01%
61,088
+24,979
4204
$1.11M ﹤0.01%
55,649
-6,837
4205
$1.11M ﹤0.01%
30,840
-7,586
4206
$1.11M ﹤0.01%
73,995
-1,573
4207
$1.1M ﹤0.01%
389,984
+273,327
4208
$1.1M ﹤0.01%
41,523
-300
4209
$1.1M ﹤0.01%
38,861
+3,742
4210
$1.1M ﹤0.01%
34,325
-2,562
4211
$1.1M ﹤0.01%
72,158
-11,826
4212
$1.1M ﹤0.01%
86,921
+5,895
4213
$1.09M ﹤0.01%
80,191
+1,195
4214
$1.09M ﹤0.01%
46,307
-5,638
4215
$1.09M ﹤0.01%
9,299
-7,142
4216
$1.09M ﹤0.01%
22,089
+11,246
4217
$1.09M ﹤0.01%
62,367
+5,144
4218
$1.09M ﹤0.01%
323,941
+103,152
4219
$1.09M ﹤0.01%
31,828
+28,688
4220
$1.09M ﹤0.01%
63,547
-281,083
4221
$1.09M ﹤0.01%
49,414
+2,133
4222
$1.09M ﹤0.01%
14,610
-3,390
4223
$1.09M ﹤0.01%
62,254
+3,226
4224
$1.09M ﹤0.01%
1,168
+626
4225
$1.09M ﹤0.01%
194,474
+8,576
167 168
169
170 171