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
4251
$1.05M ﹤0.01%
41,522
-3,197
4252
$1.05M ﹤0.01%
29,282
+3,450
4253
$1.05M ﹤0.01%
3,349
-1,627
4254
$1.05M ﹤0.01%
15,642
-5,524
4255
$1.04M ﹤0.01%
50,698
+11,864
4256
$1.04M ﹤0.01%
76,186
+2,097
4257
$1.04M ﹤0.01%
16,993
-33,976
4258
$1.04M ﹤0.01%
126,847
+22,671
4259
$1.04M ﹤0.01%
66,241
-9,760
4260
$1.03M ﹤0.01%
101,566
-9,649
4261
$1.03M ﹤0.01%
43,685
-29,872
4262
$1.03M ﹤0.01%
418,103
-1,403,963
4263
$1.03M ﹤0.01%
170,857
-58,141
4264
$1.03M ﹤0.01%
90,291
-17,977
4265
$1.03M ﹤0.01%
23,939
-12,367
4266
$1.02M ﹤0.01%
46,556
+25,361
4267
$1.02M ﹤0.01%
80,870
+4,411
4268
$1.02M ﹤0.01%
30,495
+9,734
4269
$1.02M ﹤0.01%
+15,350
4270
$1.02M ﹤0.01%
231,972
+192,576
4271
$1.02M ﹤0.01%
9,820
-58,987
4272
$1.02M ﹤0.01%
110,133
-39,380
4273
$1.02M ﹤0.01%
80,106
+29,332
4274
$1.02M ﹤0.01%
23,808
-7,688
4275
$1.01M ﹤0.01%
84,002
-80,583
169 170
171
172 173