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
2076
$10.8M ﹤0.01%
134,612
+12,324
2077
$10.8M ﹤0.01%
333,164
-25,035
2078
$10.7M ﹤0.01%
454,695
+31,947
2079
$10.7M ﹤0.01%
180,628
-443,490
2080
$10.7M ﹤0.01%
545,372
+36,357
2081
$10.7M ﹤0.01%
207,023
-403,047
2082
$10.7M ﹤0.01%
321,233
-9,001
2083
$10.7M ﹤0.01%
192,382
-17,699
2084
$10.7M ﹤0.01%
765,282
-15,826
2085
$10.6M ﹤0.01%
550,650
+303,234
2086
$10.6M ﹤0.01%
139,190
-94,706
2087
$10.6M ﹤0.01%
675,419
-100,480
2088
$10.6M ﹤0.01%
171,841
-212,837
2089
$10.6M ﹤0.01%
368,721
-82,359
2090
$10.6M ﹤0.01%
249,553
-28,890
2091
$10.6M ﹤0.01%
815,267
+56,839
2092
$10.6M ﹤0.01%
576,857
+501,534
2093
$10.6M ﹤0.01%
749,047
+336,581
2094
$10.6M ﹤0.01%
216,649
+17,801
2095
$10.6M ﹤0.01%
407,677
+23,477
2096
$10.6M ﹤0.01%
561,323
-53,191
2097
$10.5M ﹤0.01%
333,307
+185,852
2098
$10.5M ﹤0.01%
205,856
+20,960
2099
$10.5M ﹤0.01%
251,209
+195,208
2100
$10.5M ﹤0.01%
572,624
+337,717
82 83
84
85 86