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
4451
$774K ﹤0.01%
5,082
+344
4452
$774K ﹤0.01%
56,093
+23,562
4453
$772K ﹤0.01%
38,273
+20,393
4454
$771K ﹤0.01%
55,111
+4,609
4455
$771K ﹤0.01%
60,274
-18,359
4456
$771K ﹤0.01%
118,696
-51,444
4457
$770K ﹤0.01%
307
+121
4458
$770K ﹤0.01%
237,114
+126,606
4459
$766K ﹤0.01%
48,731
-119,966
4460
$766K ﹤0.01%
7,863
-1,227
4461
$766K ﹤0.01%
90,308
+76,307
4462
$765K ﹤0.01%
11,072
+5,221
4463
$764K ﹤0.01%
10,795
-2,137
4464
$764K ﹤0.01%
68,660
+229
4465
$763K ﹤0.01%
12,283
-10,567
4466
$763K ﹤0.01%
50,512
-32,001
4467
$762K ﹤0.01%
15
+3
4468
$758K ﹤0.01%
77,650
+39,445
4469
$754K ﹤0.01%
43,828
+27,206
4470
$754K ﹤0.01%
25,642
-534,873
4471
$753K ﹤0.01%
160,896
+36,045
4472
$753K ﹤0.01%
55,950
-6,261
4473
$751K ﹤0.01%
61,593
+2,025
4474
$747K ﹤0.01%
9,576
-543
4475
$746K ﹤0.01%
41,724
-6,292
177 178
179
180 181