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
4776
$443K ﹤0.01%
30,715
+16,193
4777
$443K ﹤0.01%
30,538
-1,852
4778
$443K ﹤0.01%
61,602
+11,179
4779
$442K ﹤0.01%
52,310
-54,966
4780
$442K ﹤0.01%
12,729
+3,426
4781
$442K ﹤0.01%
39,215
-41,353
4782
$441K ﹤0.01%
33,193
+7,813
4783
$440K ﹤0.01%
76,760
-42,845
4784
$440K ﹤0.01%
33,708
+2,875
4785
$438K ﹤0.01%
159,652
-61,518
4786
$437K ﹤0.01%
344,198
+23,672
4787
$436K ﹤0.01%
8,175
+2,320
4788
$436K ﹤0.01%
14,378
-549
4789
$435K ﹤0.01%
441
+28
4790
$435K ﹤0.01%
296
+111
4791
$433K ﹤0.01%
41,901
-80,182
4792
$432K ﹤0.01%
21,288
+12,333
4793
$432K ﹤0.01%
58,153
-19,927
4794
$431K ﹤0.01%
21,600
+3,188
4795
$430K ﹤0.01%
6,513
-50,140
4796
$430K ﹤0.01%
18,631
-2,944
4797
$429K ﹤0.01%
9,829
+737
4798
$428K ﹤0.01%
18,792
-6,743
4799
$428K ﹤0.01%
28,125
+467
4800
$428K ﹤0.01%
+24,558
190 191
192
193 194