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
4551
$637K ﹤0.01%
27,502
+1,899
4552
$634K ﹤0.01%
58,409
-236,991
4553
$634K ﹤0.01%
21,283
+1,365
4554
$633K ﹤0.01%
68,574
+1,008
4555
$632K ﹤0.01%
9,638
-39
4556
$631K ﹤0.01%
49,809
+28,406
4557
$629K ﹤0.01%
113,389
+1,151
4558
$628K ﹤0.01%
32,438
-1,172,762
4559
$626K ﹤0.01%
86,590
+37,570
4560
$624K ﹤0.01%
94,471
+35,896
4561
$623K ﹤0.01%
123,192
+17,551
4562
$621K ﹤0.01%
35,746
-218
4563
$617K ﹤0.01%
35,009
+7,168
4564
$615K ﹤0.01%
7,639
-5,951
4565
$615K ﹤0.01%
53,272
-14,117
4566
$614K ﹤0.01%
180,573
4567
$614K ﹤0.01%
49,669
-17,302
4568
$613K ﹤0.01%
43,933
+1,489
4569
$613K ﹤0.01%
163,387
+132,581
4570
$612K ﹤0.01%
220,602
-65,873
4571
$612K ﹤0.01%
44,860
+17,429
4572
$611K ﹤0.01%
16,175
-6,999
4573
$611K ﹤0.01%
13,962
-761
4574
$611K ﹤0.01%
44,737
-9,346
4575
$609K ﹤0.01%
2,286
-2,406
181 182
183
184 185