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
2301
$8.38M ﹤0.01%
115,619
-32,098
2302
$8.38M ﹤0.01%
173,637
-57,256
2303
$8.37M ﹤0.01%
252,223
-97,676
2304
$8.37M ﹤0.01%
220,046
-132,826
2305
$8.37M ﹤0.01%
220,007
-2,458,096
2306
$8.37M ﹤0.01%
221,448
-17,373
2307
$8.37M ﹤0.01%
514,223
-15,161
2308
$8.35M ﹤0.01%
189,497
-67,741
2309
$8.34M ﹤0.01%
725,390
-253,503
2310
$8.33M ﹤0.01%
433,993
+166,159
2311
$8.33M ﹤0.01%
85,157
-62,081
2312
$8.33M ﹤0.01%
623,205
-65,153
2313
$8.32M ﹤0.01%
429,256
-1,371,626
2314
$8.31M ﹤0.01%
366,503
-348,260
2315
$8.31M ﹤0.01%
334,899
-290,076
2316
$8.3M ﹤0.01%
240,298
+212,115
2317
$8.28M ﹤0.01%
200,032
-15,314
2318
$8.28M ﹤0.01%
1,860,985
+1,046,319
2319
$8.28M ﹤0.01%
124,473
-27,543
2320
$8.27M ﹤0.01%
167,426
-59,110
2321
$8.26M ﹤0.01%
322,536
+1,974
2322
$8.26M ﹤0.01%
409,793
+180,101
2323
$8.23M ﹤0.01%
260,406
-43,734
2324
$8.22M ﹤0.01%
662,776
-2,308
2325
$8.21M ﹤0.01%
756,455
+8,156
91 92
93
94 95