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
5026
$285K ﹤0.01%
35,945
-31,494
5027
$285K ﹤0.01%
7,144
-3
5028
$285K ﹤0.01%
20,366
-194
5029
$284K ﹤0.01%
9,773
-3,026
5030
$284K ﹤0.01%
1,385
+293
5031
$283K ﹤0.01%
66,476
+46,685
5032
$282K ﹤0.01%
17,879
-40,430
5033
$282K ﹤0.01%
37,294
+1,664
5034
$281K ﹤0.01%
2,069
-1,660
5035
$281K ﹤0.01%
201,943
+134,433
5036
$281K ﹤0.01%
72,330
-46,848
5037
$280K ﹤0.01%
34,015
-125,141
5038
$280K ﹤0.01%
5,331
+3,008
5039
$279K ﹤0.01%
29,331
+4,879
5040
$278K ﹤0.01%
20,969
+7,261
5041
$277K ﹤0.01%
7,457
-1,825
5042
$275K ﹤0.01%
6,872
-599
5043
$275K ﹤0.01%
12,387
-3,935
5044
$275K ﹤0.01%
1,512
-1,337
5045
$274K ﹤0.01%
13,506
-7,636
5046
$273K ﹤0.01%
98,774
+72,429
5047
$273K ﹤0.01%
110,451
-22,013
5048
$272K ﹤0.01%
5,165
-172
5049
$272K ﹤0.01%
11,551
+1,000
5050
$272K ﹤0.01%
5
-1
200 201
202
203 204