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
4851
$392K ﹤0.01%
6,708
-35,598
4852
$390K ﹤0.01%
13,312
-1,022
4853
$390K ﹤0.01%
77,101
+1,524
4854
$390K ﹤0.01%
20,224
-9,502
4855
$389K ﹤0.01%
33,216
-7,018
4856
$388K ﹤0.01%
7,723
-4,404
4857
$387K ﹤0.01%
21,999
+3,513
4858
$386K ﹤0.01%
5,245
+5,145
4859
$384K ﹤0.01%
40,724
-22,632
4860
$384K ﹤0.01%
22,213
+5,504
4861
$384K ﹤0.01%
32,523
+22,868
4862
$384K ﹤0.01%
20,201
-3,275
4863
$381K ﹤0.01%
18,255
-19,228
4864
$381K ﹤0.01%
32,656
+2,864
4865
$381K ﹤0.01%
86,457
-110,420
4866
$381K ﹤0.01%
162,202
+99,899
4867
$380K ﹤0.01%
7,122
-877
4868
$379K ﹤0.01%
49,192
-25,433
4869
$379K ﹤0.01%
12,800
-579
4870
$379K ﹤0.01%
27,768
-24,578
4871
$377K ﹤0.01%
23,858
+908
4872
$376K ﹤0.01%
231,332
+12,833
4873
$376K ﹤0.01%
153,994
-41,211
4874
$375K ﹤0.01%
4,747
+519
4875
$373K ﹤0.01%
17,017
-619
193 194
195
196 197