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
4576
$607K ﹤0.01%
42,875
+12,626
4577
$607K ﹤0.01%
30,715
-81
4578
$606K ﹤0.01%
59,689
+11,217
4579
$606K ﹤0.01%
15,502
-4,025
4580
$605K ﹤0.01%
38,079
+6,500
4581
$604K ﹤0.01%
433
+161
4582
$603K ﹤0.01%
19,064
+1,862
4583
$603K ﹤0.01%
32,186
+1,336
4584
$599K ﹤0.01%
6,542
-2,672
4585
$597K ﹤0.01%
31,169
-15,532
4586
$597K ﹤0.01%
31,378
+486
4587
$596K ﹤0.01%
533
+221
4588
$595K ﹤0.01%
6,597
-471
4589
$594K ﹤0.01%
8,008
-1,926
4590
$594K ﹤0.01%
31,957
+2,065
4591
$593K ﹤0.01%
2,816
-1,195
4592
$592K ﹤0.01%
27,792
-1,657
4593
$592K ﹤0.01%
11,859
-4,443
4594
$591K ﹤0.01%
22,663
+709
4595
$590K ﹤0.01%
28,123
+7,250
4596
$590K ﹤0.01%
40,415
+26,884
4597
$590K ﹤0.01%
10,699
+4,707
4598
$583K ﹤0.01%
29,865
+29,415
4599
$582K ﹤0.01%
35,454
+6,997
4600
$582K ﹤0.01%
44,682
-35,130
182 183
184
185 186