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
4376
$870K ﹤0.01%
74,132
-3,816
4377
$869K ﹤0.01%
3,469
-9,947
4378
$868K ﹤0.01%
55,355
+13,490
4379
$866K ﹤0.01%
16,271
+2,163
4380
$865K ﹤0.01%
108,174
-1,993
4381
$865K ﹤0.01%
42,759
-904
4382
$862K ﹤0.01%
+47,495
4383
$861K ﹤0.01%
86,698
+74,733
4384
$859K ﹤0.01%
21,331
-5,236
4385
$859K ﹤0.01%
48,481
+7,410
4386
$854K ﹤0.01%
27,252
+6,302
4387
$854K ﹤0.01%
43,995
+7,817
4388
$853K ﹤0.01%
34,307
-6,088
4389
$852K ﹤0.01%
13,617
4390
$851K ﹤0.01%
63,909
+6,586
4391
$851K ﹤0.01%
85,685
-14,139
4392
$851K ﹤0.01%
60,841
-5,789
4393
$849K ﹤0.01%
40,271
-10,003
4394
$849K ﹤0.01%
105,349
-59,027
4395
$847K ﹤0.01%
25,895
-4,012
4396
$846K ﹤0.01%
32,570
+75
4397
$842K ﹤0.01%
37,945
+6,345
4398
$837K ﹤0.01%
30,833
-9,321
4399
$837K ﹤0.01%
33,533
-3,520
4400
$836K ﹤0.01%
30,501
+6,915
174 175
176
177 178