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
4676
$515K ﹤0.01%
18,195
+9,649
4677
$513K ﹤0.01%
25,602
+2,638
4678
$513K ﹤0.01%
44,527
+2,202
4679
$512K ﹤0.01%
24,050
+5,929
4680
$511K ﹤0.01%
14,381
-3,767
4681
$511K ﹤0.01%
35,876
+14,754
4682
$510K ﹤0.01%
32,803
-174
4683
$509K ﹤0.01%
61,836
-9,502
4684
$508K ﹤0.01%
87,577
-127,135
4685
$506K ﹤0.01%
19,655
-6,947
4686
$504K ﹤0.01%
32,805
-43,719
4687
$504K ﹤0.01%
33,219
-115
4688
$501K ﹤0.01%
28,801
+1,998
4689
$500K ﹤0.01%
26,244
-20,064
4690
$499K ﹤0.01%
35,673
+8,442
4691
$499K ﹤0.01%
13,577
+9,983
4692
$498K ﹤0.01%
70,161
-1,268
4693
$497K ﹤0.01%
33,992
+16,601
4694
$496K ﹤0.01%
26,791
+6,420
4695
$495K ﹤0.01%
+35,390
4696
$493K ﹤0.01%
193,348
-11,108
4697
$493K ﹤0.01%
4,982
-17
4698
$492K ﹤0.01%
48,052
+29,979
4699
$492K ﹤0.01%
26,464
+14,238
4700
$492K ﹤0.01%
4,584
-1,154
186 187
188
189 190