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
5951
$17K ﹤0.01%
3,895
-22,682
5952
$17K ﹤0.01%
44,482
+1,892
5953
$17K ﹤0.01%
11,650
-4,600
5954
$16K ﹤0.01%
+67
5955
$16K ﹤0.01%
169
-111
5956
$16K ﹤0.01%
700
5957
$16K ﹤0.01%
3
-1
5958
$16K ﹤0.01%
771
5959
$16K ﹤0.01%
300
5960
$16K ﹤0.01%
6,400
5961
$16K ﹤0.01%
400
5962
$16K ﹤0.01%
600
+200
5963
$16K ﹤0.01%
7,797
5964
$16K ﹤0.01%
1,500
5965
$16K ﹤0.01%
804
-2,326
5966
$16K ﹤0.01%
400
5967
$15K ﹤0.01%
34
-2
5968
$15K ﹤0.01%
2,265
-4,826
5969
$15K ﹤0.01%
248
-817
5970
$15K ﹤0.01%
+551
5971
$15K ﹤0.01%
+375
5972
$15K ﹤0.01%
10,898
-479
5973
$15K ﹤0.01%
970
-233
5974
$15K ﹤0.01%
3,402
-74,600
5975
$15K ﹤0.01%
523
-1,000
237 238
239
240 241