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
5276
$178K ﹤0.01%
1,512
5277
$177K ﹤0.01%
22,277
+1,219
5278
$177K ﹤0.01%
7,829
-413
5279
$177K ﹤0.01%
5,344
-16,013
5280
$177K ﹤0.01%
34,501
+3,714
5281
$176K ﹤0.01%
14,304
+4,953
5282
$176K ﹤0.01%
13,565
5283
$175K ﹤0.01%
3,398
+2,355
5284
$175K ﹤0.01%
6,825
+413
5285
$175K ﹤0.01%
21,178
-1,856
5286
$174K ﹤0.01%
12,360
-249
5287
$174K ﹤0.01%
91,968
-39,891
5288
$173K ﹤0.01%
3,393
+382
5289
$173K ﹤0.01%
8,963
-279
5290
$173K ﹤0.01%
14,910
-4,500
5291
$172K ﹤0.01%
5,516
-2,175
5292
$172K ﹤0.01%
51,052
+5,960
5293
$172K ﹤0.01%
+1
5294
$172K ﹤0.01%
32,680
-7,106
5295
$172K ﹤0.01%
5,993
-12
5296
$171K ﹤0.01%
+5,896
5297
$170K ﹤0.01%
45,802
-57,986
5298
$169K ﹤0.01%
+5,239
5299
$169K ﹤0.01%
22,246
+1,300
5300
$169K ﹤0.01%
129,345
+29,072
210 211
212
213 214