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
5376
$139K ﹤0.01%
3,295
+40
5377
$139K ﹤0.01%
900
5378
$139K ﹤0.01%
15,854
-6,394
5379
$139K ﹤0.01%
39,219
-2,343
5380
$139K ﹤0.01%
102,955
+2,611
5381
$138K ﹤0.01%
7,079
-1,348
5382
$138K ﹤0.01%
+2
5383
$137K ﹤0.01%
8,471
-4,614
5384
$137K ﹤0.01%
2,600
5385
$136K ﹤0.01%
5,360
-952
5386
$135K ﹤0.01%
4,595
+1,027
5387
$135K ﹤0.01%
7,848
+1,052
5388
$135K ﹤0.01%
4,480
-8,924
5389
$135K ﹤0.01%
3,000
-2,795
5390
$135K ﹤0.01%
36,126
-3,587
5391
$134K ﹤0.01%
18,780
+10,082
5392
$134K ﹤0.01%
13,361
-8,171
5393
$134K ﹤0.01%
9,021
5394
$134K ﹤0.01%
5,831
-1,589
5395
$134K ﹤0.01%
+3,900
5396
$133K ﹤0.01%
5,549
-1,249
5397
$132K ﹤0.01%
7,700
-1,670
5398
$131K ﹤0.01%
726
+89
5399
$131K ﹤0.01%
301
-189
5400
$131K ﹤0.01%
3,405
+3,205
214 215
216
217 218