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
4401
$833K ﹤0.01%
51,762
+1,510
4402
$832K ﹤0.01%
81,832
-97,106
4403
$831K ﹤0.01%
69,768
+11,944
4404
$831K ﹤0.01%
11,002
-2,696
4405
$830K ﹤0.01%
31,292
+4,757
4406
$824K ﹤0.01%
46,902
+1,623
4407
$824K ﹤0.01%
4,533
-485
4408
$820K ﹤0.01%
66,979
+37,897
4409
$814K ﹤0.01%
+28,970
4410
$813K ﹤0.01%
121,036
-99,338
4411
$813K ﹤0.01%
354,704
-38,265
4412
$813K ﹤0.01%
28,584
+1,436
4413
$813K ﹤0.01%
70,753
-228,624
4414
$812K ﹤0.01%
75,165
-13,380
4415
$811K ﹤0.01%
+60,878
4416
$811K ﹤0.01%
539,985
+442,374
4417
$810K ﹤0.01%
33,174
+10,738
4418
$810K ﹤0.01%
16,909
-3,690
4419
$810K ﹤0.01%
46,032
+23,712
4420
$806K ﹤0.01%
121,353
+20,607
4421
$806K ﹤0.01%
16,207
-6,666
4422
$805K ﹤0.01%
117,555
+30,868
4423
$804K ﹤0.01%
73,783
-149,134
4424
$804K ﹤0.01%
118,459
-155,606
4425
$802K ﹤0.01%
47,636
+20,080
175 176
177
178 179