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
4426
$801K ﹤0.01%
50,411
+5,111
4427
$800K ﹤0.01%
21,439
+12,715
4428
$798K ﹤0.01%
16,068
-7,020
4429
$798K ﹤0.01%
42,777
-5,450
4430
$798K ﹤0.01%
125,715
-114,767
4431
$798K ﹤0.01%
20,593
+1,063
4432
$797K ﹤0.01%
32,674
-6,882
4433
$792K ﹤0.01%
104,168
-8,428
4434
$790K ﹤0.01%
31,599
+3,811
4435
$789K ﹤0.01%
6,904
+311
4436
$789K ﹤0.01%
60,659
-18,670
4437
$788K ﹤0.01%
32,969
+10,706
4438
$788K ﹤0.01%
12,419
+11,613
4439
$788K ﹤0.01%
155,417
+11,335
4440
$787K ﹤0.01%
111,852
-11,125
4441
$786K ﹤0.01%
22,553
-6,678
4442
$785K ﹤0.01%
20,356
+6,876
4443
$783K ﹤0.01%
25,211
-7,990
4444
$782K ﹤0.01%
23,158
+5,873
4445
$781K ﹤0.01%
42,626
-66,788
4446
$778K ﹤0.01%
1,149
+1,110
4447
$777K ﹤0.01%
90,809
+10,333
4448
$775K ﹤0.01%
46,857
-16,877
4449
$775K ﹤0.01%
46,053
-24,945
4450
$775K ﹤0.01%
44,676
-8,398
176 177
178
179 180