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
6401
$0 ﹤0.01%
622
6402
$0 ﹤0.01%
1
6403
$0 ﹤0.01%
2
-194
6404
$0 ﹤0.01%
100
6405
– –
-1,500
6406
$0 ﹤0.01%
38
+24
6407
– –
-1,500
6408
– –
0
6409
$0 ﹤0.01%
+73
6410
$0 ﹤0.01%
10
-21
6411
– –
-1,822
6412
– –
-1,110
6413
$0 ﹤0.01%
252
+15
6414
$0 ﹤0.01%
+4,200
6415
– –
-3,153
6416
$0 ﹤0.01%
+13
6417
$0 ﹤0.01%
2
-1,300
6418
– –
-225
6419
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-297
6420
– –
-1,883,050
6421
– –
-1,597,840
6422
– –
-440,321
6423
– –
-47,351
6424
– –
-175
6425
– –
-2,674,442
255 256
257
258 259