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
4901
$353K ﹤0.01%
5,263
+1,110
4902
$352K ﹤0.01%
+13,401
4903
$351K ﹤0.01%
16,994
+6,573
4904
$349K ﹤0.01%
19,438
+10,615
4905
$348K ﹤0.01%
22,848
+2,775
4906
$348K ﹤0.01%
8,094
-17,135
4907
$348K ﹤0.01%
33,181
-55,459
4908
$347K ﹤0.01%
19,086
-3,829
4909
$346K ﹤0.01%
22
+16
4910
$345K ﹤0.01%
8,481
+1,716
4911
$345K ﹤0.01%
9,651
+6,826
4912
$345K ﹤0.01%
138,431
+22,225
4913
$343K ﹤0.01%
15,909
+162
4914
$343K ﹤0.01%
16,772
+1,531
4915
$343K ﹤0.01%
37,996
-8,244
4916
$343K ﹤0.01%
34,697
+13,938
4917
$343K ﹤0.01%
22,970
-2,627
4918
$343K ﹤0.01%
36,864
+35,756
4919
$342K ﹤0.01%
5,705
-1,206
4920
$342K ﹤0.01%
10,091
-836
4921
$342K ﹤0.01%
66,630
+49,438
4922
$341K ﹤0.01%
14,654
-3,573
4923
$341K ﹤0.01%
17,820
+8,696
4924
$341K ﹤0.01%
24,800
-2,099
4925
$341K ﹤0.01%
121,871
-37,658
195 196
197
198 199