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
5151
$229K ﹤0.01%
29,178
+21,386
5152
$228K ﹤0.01%
7,452
-3,796
5153
$228K ﹤0.01%
16,935
-3,179
5154
$228K ﹤0.01%
47,224
+32,600
5155
$227K ﹤0.01%
6,285
-3,074
5156
$226K ﹤0.01%
113
+60
5157
$226K ﹤0.01%
17,259
-34,434
5158
$226K ﹤0.01%
29,144
-13,195
5159
$225K ﹤0.01%
3,161
-48
5160
$225K ﹤0.01%
20,022
-9,100
5161
$224K ﹤0.01%
31,818
5162
$222K ﹤0.01%
33,526
+4,433
5163
$222K ﹤0.01%
6,172
+295
5164
$222K ﹤0.01%
9,586
-2,227
5165
$221K ﹤0.01%
+100,921
5166
$221K ﹤0.01%
4,699
+634
5167
$220K ﹤0.01%
17,488
-7,426
5168
$220K ﹤0.01%
+29,451
5169
$218K ﹤0.01%
490
+333
5170
$216K ﹤0.01%
66,518
+20,837
5171
$216K ﹤0.01%
3,334
-107
5172
$216K ﹤0.01%
18,529
-14,165
5173
$215K ﹤0.01%
52,728
-67,776
5174
$215K ﹤0.01%
14,128
+12,041
5175
$214K ﹤0.01%
43,556
+3,847
205 206
207
208 209