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
4351
$899K ﹤0.01%
37,954
-56,512
4352
$894K ﹤0.01%
75,965
-62,931
4353
$894K ﹤0.01%
12,770
-11,994
4354
$894K ﹤0.01%
33,193
+4,862
4355
$891K ﹤0.01%
68,599
+11,140
4356
$890K ﹤0.01%
20,194
-1,279
4357
$890K ﹤0.01%
48,607
-10,598
4358
$889K ﹤0.01%
76,067
+67
4359
$888K ﹤0.01%
354,058
+107,813
4360
$888K ﹤0.01%
120,517
+760
4361
$885K ﹤0.01%
54,498
-6,244
4362
$884K ﹤0.01%
124,799
-42,086
4363
$884K ﹤0.01%
76,185
-63,436
4364
$882K ﹤0.01%
1,398
-692
4365
$881K ﹤0.01%
123,413
+11,550
4366
$881K ﹤0.01%
52,260
-2,202
4367
$881K ﹤0.01%
68,570
-171,032
4368
$880K ﹤0.01%
29,392
-9,845
4369
$879K ﹤0.01%
70,822
+11,120
4370
$879K ﹤0.01%
6,289
-1,683
4371
$877K ﹤0.01%
46,769
-213,691
4372
$876K ﹤0.01%
40,436
+209
4373
$874K ﹤0.01%
60,869
+1,026
4374
$874K ﹤0.01%
47,391
-28,738
4375
$873K ﹤0.01%
425,863
-236,723
173 174
175
176 177