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
2401
$7.49M ﹤0.01%
404,422
-79,762
2402
$7.49M ﹤0.01%
203,517
-29,823
2403
$7.49M ﹤0.01%
229,143
+24,699
2404
$7.48M ﹤0.01%
231,515
-143,702
2405
$7.45M ﹤0.01%
500,445
-16,484
2406
$7.45M ﹤0.01%
188,188
-59,220
2407
$7.4M ﹤0.01%
1,591,545
-125,309
2408
$7.38M ﹤0.01%
119,880
+14,796
2409
$7.37M ﹤0.01%
171,195
+8,453
2410
$7.34M ﹤0.01%
131,373
+32,356
2411
$7.34M ﹤0.01%
585,190
-1,363,662
2412
$7.31M ﹤0.01%
57,313
+23,668
2413
$7.29M ﹤0.01%
138,680
+46,056
2414
$7.29M ﹤0.01%
934,300
+495,878
2415
$7.28M ﹤0.01%
1,024,470
-174,123
2416
$7.28M ﹤0.01%
114,117
+8,608
2417
$7.26M ﹤0.01%
223,392
-10,961
2418
$7.25M ﹤0.01%
669,575
+365,981
2419
$7.25M ﹤0.01%
143,587
-4,666
2420
$7.25M ﹤0.01%
547,396
-14,451
2421
$7.23M ﹤0.01%
275,551
+124,282
2422
$7.22M ﹤0.01%
542,243
-108,918
2423
$7.21M ﹤0.01%
340,288
-58,950
2424
$7.21M ﹤0.01%
667,269
-261,931
2425
$7.21M ﹤0.01%
304,358
+74,427
95 96
97
98 99