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
4226
$1.09M ﹤0.01%
115,865
-7,306
4227
$1.09M ﹤0.01%
17,069
-3,255
4228
$1.08M ﹤0.01%
140,333
-1,187,520
4229
$1.08M ﹤0.01%
123,077
-8,338
4230
$1.08M ﹤0.01%
36,983
-8,325
4231
$1.08M ﹤0.01%
71,103
+5,688
4232
$1.08M ﹤0.01%
43,018
+6,001
4233
$1.08M ﹤0.01%
83,440
+21,238
4234
$1.08M ﹤0.01%
82,251
+5,429
4235
$1.08M ﹤0.01%
36,542
+14,597
4236
$1.07M ﹤0.01%
77,791
-285,470
4237
$1.07M ﹤0.01%
39,651
-7,396
4238
$1.06M ﹤0.01%
73,106
-4,078
4239
$1.06M ﹤0.01%
55,780
+9,815
4240
$1.06M ﹤0.01%
26,901
+14,402
4241
$1.06M ﹤0.01%
116,555
-8,691
4242
$1.06M ﹤0.01%
79,468
-32,252
4243
$1.05M ﹤0.01%
112,411
-8,949
4244
$1.05M ﹤0.01%
28,293
-1,387
4245
$1.05M ﹤0.01%
58,525
+19,120
4246
$1.05M ﹤0.01%
228,383
-148,169
4247
$1.05M ﹤0.01%
104,403
-57
4248
$1.05M ﹤0.01%
18,406
-65,229
4249
$1.05M ﹤0.01%
33,210
-43,793
4250
$1.05M ﹤0.01%
31,849
-22,634
168 169
170
171 172