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
4276
$1.01M ﹤0.01%
46,640
+922
4277
$1M ﹤0.01%
58,704
+124
4278
$998K ﹤0.01%
30,859
+5,694
4279
$998K ﹤0.01%
45,981
+1,900
4280
$996K ﹤0.01%
64,428
-40,944
4281
$993K ﹤0.01%
54,849
+5,215
4282
$993K ﹤0.01%
46,133
+726
4283
$992K ﹤0.01%
55,426
-28,848
4284
$989K ﹤0.01%
26,986
-505,110
4285
$988K ﹤0.01%
14,841
-1,132
4286
$986K ﹤0.01%
84,858
-75,151
4287
$983K ﹤0.01%
74,142
+54,769
4288
$981K ﹤0.01%
192,265
+103,686
4289
$980K ﹤0.01%
77,683
+3,908
4290
$978K ﹤0.01%
24,262
-4,496
4291
$977K ﹤0.01%
70,829
-24,201
4292
$976K ﹤0.01%
65,389
+8,843
4293
$973K ﹤0.01%
14,727
+5,134
4294
$971K ﹤0.01%
20,765
+10,170
4295
$970K ﹤0.01%
40,202
-29,658
4296
$968K ﹤0.01%
20,581
-56,088
4297
$967K ﹤0.01%
23,372
+1,899
4298
$966K ﹤0.01%
57,414
-10,817
4299
$965K ﹤0.01%
19,265
+321
4300
$961K ﹤0.01%
84,760
+5,665
170 171
172
173 174