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
5351
$149K ﹤0.01%
12,752
-737
5352
$149K ﹤0.01%
3,865
-2,715
5353
$149K ﹤0.01%
+2,020
5354
$148K ﹤0.01%
50,634
+15,808
5355
$148K ﹤0.01%
6,204
+3,122
5356
$148K ﹤0.01%
17,994
+14,402
5357
$148K ﹤0.01%
+1,474
5358
$147K ﹤0.01%
21,018
-597
5359
$147K ﹤0.01%
11,493
-925
5360
$147K ﹤0.01%
7,007
+307
5361
$147K ﹤0.01%
4,913
+32
5362
$147K ﹤0.01%
7,346
+5,686
5363
$145K ﹤0.01%
12,574
+7,830
5364
$145K ﹤0.01%
20,243
+15,643
5365
$145K ﹤0.01%
77,866
-419,157
5366
$144K ﹤0.01%
18,876
+2,018
5367
$144K ﹤0.01%
900
-626
5368
$143K ﹤0.01%
8,754
-19,716
5369
$143K ﹤0.01%
5,992
+5,893
5370
$142K ﹤0.01%
+9,905
5371
$142K ﹤0.01%
14,955
+8,362
5372
$141K ﹤0.01%
4,271
+2,408
5373
$141K ﹤0.01%
3,848
+202
5374
$141K ﹤0.01%
3,881
5375
$140K ﹤0.01%
81,643
-7,854
213 214
215
216 217