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
4301
$961K ﹤0.01%
74,342
-15,499
4302
$960K ﹤0.01%
50,879
+11,614
4303
$957K ﹤0.01%
29,027
-4,513
4304
$956K ﹤0.01%
133,698
-5,250
4305
$956K ﹤0.01%
67,322
+3,513
4306
$954K ﹤0.01%
27,420
+16,303
4307
$953K ﹤0.01%
756,100
+719,100
4308
$952K ﹤0.01%
42,193
+11,187
4309
$950K ﹤0.01%
94,684
-59,788
4310
$949K ﹤0.01%
68,505
-227,543
4311
$947K ﹤0.01%
24,589
-8,563
4312
$945K ﹤0.01%
148,815
-53,654
4313
$945K ﹤0.01%
39,620
+17,547
4314
$943K ﹤0.01%
15,891
-6,749
4315
$942K ﹤0.01%
84,141
+58,293
4316
$941K ﹤0.01%
17,598
+2,902
4317
$938K ﹤0.01%
62,418
-2,207
4318
$938K ﹤0.01%
24,042
-48,316
4319
$937K ﹤0.01%
19,270
+5,994
4320
$935K ﹤0.01%
60,411
+27,634
4321
$933K ﹤0.01%
115,204
+17,910
4322
$933K ﹤0.01%
70,380
+6,980
4323
$932K ﹤0.01%
188,379
-108,511
4324
$926K ﹤0.01%
28,626
+12,663
4325
$925K ﹤0.01%
40,277
-332,586
171 172
173
174 175