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
4876
$373K ﹤0.01%
50,702
-32,986
4877
$373K ﹤0.01%
145,147
-2,084,004
4878
$371K ﹤0.01%
37,570
-11,178
4879
$368K ﹤0.01%
23,369
+21,179
4880
$367K ﹤0.01%
27,840
-16,351
4881
$366K ﹤0.01%
5,502
-15,295
4882
$366K ﹤0.01%
58,974
-126,881
4883
$365K ﹤0.01%
6,311
-1,078
4884
$365K ﹤0.01%
13,424
+992
4885
$364K ﹤0.01%
69,230
-32,508
4886
$363K ﹤0.01%
24,307
-2,497
4887
$363K ﹤0.01%
13,726
-5,358
4888
$363K ﹤0.01%
101,973
-671,546
4889
$362K ﹤0.01%
5,067
+109
4890
$362K ﹤0.01%
21,973
-2,686
4891
$361K ﹤0.01%
9,292
-4,640
4892
$360K ﹤0.01%
24,199
-69,117
4893
$359K ﹤0.01%
39,872
-7,340
4894
$356K ﹤0.01%
34,973
+32,973
4895
$356K ﹤0.01%
24,925
+14,382
4896
$356K ﹤0.01%
19,354
-18,796
4897
$355K ﹤0.01%
1,762
-498
4898
$355K ﹤0.01%
39,320
+6,882
4899
$354K ﹤0.01%
15,068
-55,329
4900
$354K ﹤0.01%
20,900
-4,324
194 195
196
197 198