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
5226
$196K ﹤0.01%
+8,973
5227
$195K ﹤0.01%
559
+16
5228
$195K ﹤0.01%
14,407
+3,286
5229
$194K ﹤0.01%
+9,039
5230
$194K ﹤0.01%
26,980
-10,260
5231
$194K ﹤0.01%
27
+26
5232
$194K ﹤0.01%
+39,626
5233
$193K ﹤0.01%
6,307
-2,549
5234
$193K ﹤0.01%
9,308
-14,121
5235
$193K ﹤0.01%
43,328
+11,149
5236
$193K ﹤0.01%
8,833
-2,382
5237
$192K ﹤0.01%
18,800
-5,856
5238
$192K ﹤0.01%
15,720
+2,635
5239
$191K ﹤0.01%
23,949
-1,732
5240
$190K ﹤0.01%
12,622
+6,040
5241
$190K ﹤0.01%
1,217
+328
5242
$190K ﹤0.01%
38,950
-3,309
5243
$190K ﹤0.01%
9,874
+5,896
5244
$190K ﹤0.01%
7,966
-8,329
5245
$190K ﹤0.01%
14,503
+2,295
5246
$189K ﹤0.01%
8,263
-2,930
5247
$189K ﹤0.01%
19,393
-2,675
5248
$188K ﹤0.01%
37,649
+2,047
5249
$187K ﹤0.01%
21,364
-16,324
5250
$187K ﹤0.01%
8,565
+3,232
208 209
210
211 212