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
5826
$31K ﹤0.01%
2,150
+644
5827
$31K ﹤0.01%
49,623
-330
5828
$31K ﹤0.01%
78
+63
5829
$31K ﹤0.01%
+799
5830
$30K ﹤0.01%
4,415
5831
$30K ﹤0.01%
6,000
-3,850
5832
$30K ﹤0.01%
51
+8
5833
$30K ﹤0.01%
3,736
+101
5834
$30K ﹤0.01%
+1,099
5835
$30K ﹤0.01%
1,311
-998
5836
$30K ﹤0.01%
225
5837
$30K ﹤0.01%
1,482
+631
5838
$29K ﹤0.01%
1,031
5839
$29K ﹤0.01%
834
-250
5840
$29K ﹤0.01%
6,770
+6,070
5841
$29K ﹤0.01%
6,022
-2,195
5842
$29K ﹤0.01%
902
-100
5843
$29K ﹤0.01%
7,886
-635
5844
$29K ﹤0.01%
235
5845
$29K ﹤0.01%
6,869
+2,566
5846
$28K ﹤0.01%
+400
5847
$28K ﹤0.01%
+1,085
5848
$28K ﹤0.01%
1,099
-7,521
5849
$28K ﹤0.01%
3,875
+300
5850
$28K ﹤0.01%
19,152
+2,964
232 233
234
235 236