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
2426
$7.2M ﹤0.01%
262,997
-57,907
2427
$7.2M ﹤0.01%
988,596
+275,419
2428
$7.19M ﹤0.01%
364,204
+247,494
2429
$7.18M ﹤0.01%
141,024
-23,480
2430
$7.18M ﹤0.01%
138,855
+65,974
2431
$7.18M ﹤0.01%
92,306
-6,214
2432
$7.17M ﹤0.01%
301,785
+197,221
2433
$7.17M ﹤0.01%
238,728
+17,674
2434
$7.16M ﹤0.01%
374,906
+46,745
2435
$7.16M ﹤0.01%
104,783
+89,337
2436
$7.14M ﹤0.01%
319,269
+13,905
2437
$7.14M ﹤0.01%
535,004
-400,520
2438
$7.12M ﹤0.01%
406,160
+149,953
2439
$7.12M ﹤0.01%
134,729
-91,843
2440
$7.11M ﹤0.01%
204,599
+135,645
2441
$7.11M ﹤0.01%
865,873
+261,770
2442
$7.11M ﹤0.01%
235,635
-43,844
2443
$7.1M ﹤0.01%
477,870
+22,209
2444
$7.09M ﹤0.01%
179,178
-20,044
2445
$7.09M ﹤0.01%
184,399
-7,197
2446
$7.09M ﹤0.01%
122,536
-309,306
2447
$7.09M ﹤0.01%
590,563
-1,117,236
2448
$7.07M ﹤0.01%
930,842
+544,672
2449
$7.07M ﹤0.01%
744,432
-1,260,195
2450
$7.07M ﹤0.01%
197,798
+63,147
96 97
98
99 100