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
4526
$675K ﹤0.01%
214,433
-408,452
4527
$675K ﹤0.01%
48,562
+42,023
4528
$673K ﹤0.01%
24,232
-1,932
4529
$672K ﹤0.01%
77,612
-48,682
4530
$670K ﹤0.01%
19,296
+4,787
4531
$669K ﹤0.01%
34,165
+19,460
4532
$669K ﹤0.01%
217,946
-346,834
4533
$667K ﹤0.01%
75,096
+75,030
4534
$660K ﹤0.01%
38,942
-18,810
4535
$659K ﹤0.01%
57,465
+37,460
4536
$657K ﹤0.01%
97,434
+5,307
4537
$656K ﹤0.01%
28,869
+28,769
4538
$656K ﹤0.01%
71,397
-10,476
4539
$654K ﹤0.01%
3,180
-8,139
4540
$654K ﹤0.01%
40,672
-2,112
4541
$651K ﹤0.01%
36,362
-40,621
4542
$647K ﹤0.01%
57,607
-3,586
4543
$646K ﹤0.01%
15,959
+1,437
4544
$646K ﹤0.01%
422,370
-186,782
4545
$645K ﹤0.01%
50,438
-16,705
4546
$643K ﹤0.01%
32,904
-24,709
4547
$640K ﹤0.01%
26,065
-7,753
4548
$640K ﹤0.01%
58,072
-6,076
4549
$638K ﹤0.01%
6,093
-2,953
4550
$637K ﹤0.01%
38,759
-51,211
180 181
182
183 184