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
5451
$116K ﹤0.01%
31,730
-21,270
5452
$116K ﹤0.01%
4,347
+130
5453
$115K ﹤0.01%
3,272
+114
5454
$115K ﹤0.01%
18,244
+12,324
5455
$115K ﹤0.01%
7,921
-7,351
5456
$115K ﹤0.01%
15,698
-6,690
5457
$114K ﹤0.01%
15,104
+265
5458
$114K ﹤0.01%
1,000
-61
5459
$113K ﹤0.01%
3,330
-26,361
5460
$113K ﹤0.01%
12,647
-10,869
5461
$113K ﹤0.01%
34,630
-240
5462
$112K ﹤0.01%
5,765
+498
5463
$112K ﹤0.01%
12,072
+11,365
5464
$112K ﹤0.01%
3,630
+35
5465
$112K ﹤0.01%
4,014
+2,827
5466
$111K ﹤0.01%
4,699
-416
5467
$111K ﹤0.01%
38,379
-16,940
5468
$110K ﹤0.01%
76
+41
5469
$109K ﹤0.01%
8,920
+4,205
5470
$109K ﹤0.01%
7,998
-2,316
5471
$109K ﹤0.01%
119
-25
5472
$109K ﹤0.01%
37,457
-14,404
5473
$108K ﹤0.01%
3,302
+252
5474
$108K ﹤0.01%
27,748
-38,977
5475
$108K ﹤0.01%
15,054
+4,011
217 218
219
220 221