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
4476
$745K ﹤0.01%
15,027
-2,375
4477
$744K ﹤0.01%
73,117
-61,848
4478
$744K ﹤0.01%
30,953
+2,651
4479
$743K ﹤0.01%
73,200
+17,695
4480
$743K ﹤0.01%
34,727
-334,917
4481
$735K ﹤0.01%
67,681
-91,925
4482
$735K ﹤0.01%
26,585
-1,201
4483
$735K ﹤0.01%
89,198
+61,240
4484
$732K ﹤0.01%
42,329
-34,302
4485
$731K ﹤0.01%
159,024
-37,719
4486
$731K ﹤0.01%
29,104
-6,911
4487
$730K ﹤0.01%
28,682
-2,456
4488
$729K ﹤0.01%
155,100
-31,400
4489
$728K ﹤0.01%
39,151
-2,738
4490
$727K ﹤0.01%
13,289
-2,283
4491
$726K ﹤0.01%
20,264
-3,957
4492
$726K ﹤0.01%
36,108
-13,377
4493
$725K ﹤0.01%
23,096
+3,658
4494
$725K ﹤0.01%
61,946
-2,186
4495
$724K ﹤0.01%
193,884
-19,208
4496
$724K ﹤0.01%
34,205
-12,917
4497
$722K ﹤0.01%
43,095
-13,808
4498
$722K ﹤0.01%
173,755
-328,915
4499
$721K ﹤0.01%
23,063
-4,529
4500
$718K ﹤0.01%
1,098
-1,142
178 179
180
181 182