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
2751
$5.12M ﹤0.01%
41,666
+4,841
2752
$5.11M ﹤0.01%
228,045
-2,988
2753
$5.1M ﹤0.01%
242,515
-40,590
2754
$5.1M ﹤0.01%
391,115
+142,767
2755
$5.09M ﹤0.01%
106,710
-17,955
2756
$5.09M ﹤0.01%
1,571,547
+138,700
2757
$5.09M ﹤0.01%
636,055
-114,772
2758
$5.08M ﹤0.01%
681,316
-2,422,026
2759
$5.08M ﹤0.01%
155,098
-63,687
2760
$5.07M ﹤0.01%
51,771
-45,504
2761
$5.07M ﹤0.01%
306,695
+40,903
2762
$5.06M ﹤0.01%
64,550
-8,799
2763
$5.06M ﹤0.01%
246,365
-6,063
2764
$5.06M ﹤0.01%
195,780
-73,408
2765
$5.06M ﹤0.01%
133,326
-27,947
2766
$5.06M ﹤0.01%
45,826
-12,530
2767
$5.04M ﹤0.01%
7,837
+1,941
2768
$5.04M ﹤0.01%
250,176
+81,624
2769
$5.04M ﹤0.01%
38,152
+16,529
2770
$5.03M ﹤0.01%
240,284
+20,741
2771
$5.02M ﹤0.01%
44,801
-2,898
2772
$5.02M ﹤0.01%
107,682
-40,707
2773
$5.02M ﹤0.01%
1,161,477
-19,360
2774
$5.02M ﹤0.01%
388,726
-971,276
2775
$5.01M ﹤0.01%
76,428
-18,168
109 110
111
112 113