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
4701
$492K ﹤0.01%
16,301
-2,985
4702
$491K ﹤0.01%
42,805
+1,438
4703
$490K ﹤0.01%
32,918
+8,353
4704
$490K ﹤0.01%
27,379
-11,307
4705
$489K ﹤0.01%
28,602
+10,702
4706
$487K ﹤0.01%
423
+88
4707
$485K ﹤0.01%
7,390
+761
4708
$485K ﹤0.01%
29,499
-8,498
4709
$481K ﹤0.01%
+23,522
4710
$481K ﹤0.01%
172,329
-168,928
4711
$480K ﹤0.01%
51,621
-33,003
4712
$480K ﹤0.01%
29,774
-5,872
4713
$480K ﹤0.01%
32,122
+6,577
4714
$479K ﹤0.01%
11,711
-1,434
4715
$478K ﹤0.01%
64,786
+3,731
4716
$478K ﹤0.01%
26,387
+3,814
4717
$478K ﹤0.01%
17,223
-198
4718
$478K ﹤0.01%
24,342
+475
4719
$477K ﹤0.01%
67,274
+31,229
4720
$477K ﹤0.01%
28,702
+18,404
4721
$477K ﹤0.01%
31,171
-17,191
4722
$477K ﹤0.01%
29,282
-35,375
4723
$477K ﹤0.01%
32,162
-43,641
4724
$476K ﹤0.01%
14,475
-9,365
4725
$476K ﹤0.01%
5,454
-3,561
187 188
189
190 191