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
5076
$261K ﹤0.01%
1,909
+346
5077
$261K ﹤0.01%
11,269
-795
5078
$261K ﹤0.01%
21,143
+1,830
5079
$260K ﹤0.01%
9,150
+400
5080
$260K ﹤0.01%
82,518
+43,662
5081
$259K ﹤0.01%
17,737
-935
5082
$259K ﹤0.01%
82,242
+81,187
5083
$259K ﹤0.01%
10,237
-66
5084
$258K ﹤0.01%
43,704
+15,477
5085
$258K ﹤0.01%
9,336
+3,283
5086
$257K ﹤0.01%
13,573
-12,323
5087
$256K ﹤0.01%
16,370
-3,718
5088
$256K ﹤0.01%
1,643
+1,488
5089
$256K ﹤0.01%
1,932
-7,776
5090
$255K ﹤0.01%
16,166
-5,337
5091
$255K ﹤0.01%
16,743
-6,122
5092
$255K ﹤0.01%
14,104
-10,199
5093
$255K ﹤0.01%
30,703
-38,819
5094
$253K ﹤0.01%
62,045
-341,078
5095
$252K ﹤0.01%
25,723
+3,361
5096
$252K ﹤0.01%
11,471
-1,480
5097
$252K ﹤0.01%
27,349
+3,777
5098
$250K ﹤0.01%
650
-1,241
5099
$250K ﹤0.01%
14,747
+1,659
5100
$249K ﹤0.01%
31,747
-35,752
202 203
204
205 206