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
2901
$4.49M ﹤0.01%
208,997
+20,629
2902
$4.49M ﹤0.01%
494,344
-94,050
2903
$4.49M ﹤0.01%
105,112
+33,627
2904
$4.49M ﹤0.01%
130,739
-21,285
2905
$4.48M ﹤0.01%
161,262
-269
2906
$4.48M ﹤0.01%
228,739
-244,620
2907
$4.48M ﹤0.01%
85,694
+76,499
2908
$4.47M ﹤0.01%
148,350
+366
2909
$4.47M ﹤0.01%
82,738
+68,384
2910
$4.46M ﹤0.01%
277,334
-278,556
2911
$4.44M ﹤0.01%
43,341
-42,224
2912
$4.44M ﹤0.01%
+41,500
2913
$4.43M ﹤0.01%
159,082
+90,462
2914
$4.42M ﹤0.01%
296,340
-3,351
2915
$4.42M ﹤0.01%
115,409
-12,763
2916
$4.42M ﹤0.01%
174,483
+14,712
2917
$4.42M ﹤0.01%
219,502
-107,982
2918
$4.42M ﹤0.01%
82,278
+4,152
2919
$4.42M ﹤0.01%
145,237
-33,991
2920
$4.42M ﹤0.01%
91,994
-35,982
2921
$4.41M ﹤0.01%
1,790,640
+1,252,550
2922
$4.41M ﹤0.01%
83,430
-715,004
2923
$4.41M ﹤0.01%
60,747
+14,416
2924
$4.41M ﹤0.01%
104,092
+2,158
2925
$4.4M ﹤0.01%
183,281
+17,740
115 116
117
118 119