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
2451
$7.07M ﹤0.01%
86,756
+990
2452
$7.06M ﹤0.01%
203,207
-2,747
2453
$7.04M ﹤0.01%
1,234,721
-53,564
2454
$7.04M ﹤0.01%
276,128
+197,329
2455
$7.04M ﹤0.01%
308,401
-37,071
2456
$7.03M ﹤0.01%
409,741
-135,773
2457
$7.03M ﹤0.01%
273,577
+193,891
2458
$7.03M ﹤0.01%
31,039
-10,301
2459
$7.02M ﹤0.01%
206,346
-58,660
2460
$7.01M ﹤0.01%
241,391
+10,230
2461
$7M ﹤0.01%
105,557
-17,035
2462
$7M ﹤0.01%
173,979
-41,262
2463
$6.99M ﹤0.01%
87,194
+55,869
2464
$6.98M ﹤0.01%
264,524
+11,805
2465
$6.97M ﹤0.01%
229,235
-350,453
2466
$6.95M ﹤0.01%
375,632
-495,539
2467
$6.94M ﹤0.01%
113,361
-30,703
2468
$6.93M ﹤0.01%
144,894
+27,312
2469
$6.93M ﹤0.01%
345,299
+294,822
2470
$6.92M ﹤0.01%
141,208
-64,064
2471
$6.92M ﹤0.01%
718,092
-14,844
2472
$6.92M ﹤0.01%
345,777
+217,924
2473
$6.92M ﹤0.01%
88,423
-104,000
2474
$6.89M ﹤0.01%
112,472
+46,628
2475
$6.88M ﹤0.01%
535,473
-294,066
97 98
99
100 101