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
5001
$299K ﹤0.01%
8,746
-1,723
5002
$299K ﹤0.01%
81,514
-17,490
5003
$298K ﹤0.01%
32,448
+490
5004
$297K ﹤0.01%
24,426
+1,050
5005
$296K ﹤0.01%
23,336
-3,551
5006
$296K ﹤0.01%
32,510
-1,545
5007
$294K ﹤0.01%
55,285
+8,494
5008
$294K ﹤0.01%
37,725
-16,354
5009
$294K ﹤0.01%
28,553
-3,970
5010
$294K ﹤0.01%
133,878
+51,447
5011
$293K ﹤0.01%
11,457
-5,104
5012
$293K ﹤0.01%
4,100
5013
$292K ﹤0.01%
4,538
-1,165
5014
$291K ﹤0.01%
5,616
+5,416
5015
$290K ﹤0.01%
11,909
+10,009
5016
$289K ﹤0.01%
18,877
-1,646
5017
$289K ﹤0.01%
22,537
-5,540
5018
$289K ﹤0.01%
+11,562
5019
$289K ﹤0.01%
+16,935
5020
$288K ﹤0.01%
42,057
-23,306
5021
$288K ﹤0.01%
10,330
-13,794
5022
$287K ﹤0.01%
6,578
+868
5023
$287K ﹤0.01%
28,359
-2,436
5024
$286K ﹤0.01%
+10,938
5025
$285K ﹤0.01%
25,638
-16,259
199 200
201
202 203