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
4926
$340K ﹤0.01%
210,158
+58,677
4927
$340K ﹤0.01%
18,654
-1,779
4928
$338K ﹤0.01%
24,325
+6,967
4929
$337K ﹤0.01%
+1,052
4930
$336K ﹤0.01%
18,416
+33
4931
$335K ﹤0.01%
153,000
+31,900
4932
$335K ﹤0.01%
73,796
-10,524
4933
$334K ﹤0.01%
12,704
-2,672
4934
$333K ﹤0.01%
53
+13
4935
$333K ﹤0.01%
191,186
+13,473
4936
$332K ﹤0.01%
40,977
-1,772
4937
$332K ﹤0.01%
11,082
-2,957
4938
$328K ﹤0.01%
14,734
-4,276
4939
$328K ﹤0.01%
23,760
-11,520
4940
$328K ﹤0.01%
126,295
+107,420
4941
$327K ﹤0.01%
14,175
-9,282
4942
$327K ﹤0.01%
33,078
-35,767
4943
$327K ﹤0.01%
8,146
+356
4944
$326K ﹤0.01%
13,128
+2,000
4945
$326K ﹤0.01%
18,016
+3
4946
$326K ﹤0.01%
55,738
-1,467
4947
$326K ﹤0.01%
25,543
-8,335
4948
$325K ﹤0.01%
10,238
+3,968
4949
$324K ﹤0.01%
770
-1,245
4950
$323K ﹤0.01%
6,456
196 197
198
199 200