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
4951
$322K ﹤0.01%
114,974
-98,765
4952
$322K ﹤0.01%
10,485
-336
4953
$322K ﹤0.01%
2,126
-6,179
4954
$322K ﹤0.01%
61,872
+13,319
4955
$322K ﹤0.01%
14,389
+4,341
4956
$321K ﹤0.01%
37,391
+3,205
4957
$321K ﹤0.01%
23,493
-32,941
4958
$320K ﹤0.01%
8,225
-2,044
4959
$320K ﹤0.01%
10,888
-2,880
4960
$319K ﹤0.01%
24,402
+4,434
4961
$319K ﹤0.01%
10,493
-2,758
4962
$318K ﹤0.01%
30,744
+4,944
4963
$317K ﹤0.01%
37,449
+34,950
4964
$317K ﹤0.01%
6,637
+4,111
4965
$317K ﹤0.01%
532
+218
4966
$317K ﹤0.01%
12,896
-7,195
4967
$315K ﹤0.01%
13,779
+760
4968
$315K ﹤0.01%
114,324
-54,585
4969
$315K ﹤0.01%
10,251
+5,860
4970
$314K ﹤0.01%
6,709
+1,110
4971
$314K ﹤0.01%
8,430
+1,572
4972
$314K ﹤0.01%
5,603
-645
4973
$313K ﹤0.01%
16,244
-4,708
4974
$313K ﹤0.01%
12,781
-3,327
4975
$312K ﹤0.01%
17,070
+14,090
197 198
199
200 201