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
5726
$47K ﹤0.01%
3,651
+2,077
5727
$47K ﹤0.01%
2,217
5728
$47K ﹤0.01%
54
+5
5729
$47K ﹤0.01%
1,899
5730
$47K ﹤0.01%
10,181
+4,400
5731
$47K ﹤0.01%
2,800
5732
$46K ﹤0.01%
5,920
+4,020
5733
$46K ﹤0.01%
+3,794
5734
$45K ﹤0.01%
1,830
+48
5735
$44K ﹤0.01%
4,786
-1,454
5736
$44K ﹤0.01%
1,278
5737
$44K ﹤0.01%
1,641
-7,879
5738
$44K ﹤0.01%
4,597
-3,114
5739
$44K ﹤0.01%
12,787
+6,619
5740
$44K ﹤0.01%
18,787
-1,569
5741
$44K ﹤0.01%
20,832
+6,698
5742
$43K ﹤0.01%
8,294
+4,201
5743
$43K ﹤0.01%
1,954
+1,064
5744
$43K ﹤0.01%
2,326
-551
5745
$43K ﹤0.01%
54,930
5746
$43K ﹤0.01%
4,427
-21,765
5747
$43K ﹤0.01%
45,671
+10,042
5748
$43K ﹤0.01%
+4,200
5749
$42K ﹤0.01%
3,723
-200
5750
$42K ﹤0.01%
9,371
+698
228 229
230
231 232