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
376
$164M 0.05%
4,649,200
-205,224
377
$163M 0.05%
7,316,892
-1,868,034
378
$163M 0.05%
1,019,978
+492,104
379
$163M 0.05%
3,593,659
+122,489
380
$161M 0.05%
1,745,694
+189,000
381
$160M 0.05%
2,673,089
+519,536
382
$160M 0.05%
4,128,962
-993,500
383
$159M 0.05%
4,554,923
+1,563,106
384
$159M 0.05%
887,182
-7,744
385
$159M 0.05%
4,645,640
-1,278,383
386
$158M 0.05%
3,705,817
-47,347
387
$158M 0.05%
4,840,089
+189,303
388
$157M 0.05%
612,078
-252,128
389
$157M 0.05%
1,385,876
+236,025
390
$156M 0.05%
1,401,001
-696,558
391
$155M 0.05%
1,165,740
+169,371
392
$155M 0.05%
3,876,452
-129,758
393
$155M 0.05%
1,082,224
+12,438
394
$154M 0.05%
6,460,435
+1,278,867
395
$154M 0.05%
377,903
+2,155
396
$153M 0.05%
2,041,797
-116,428
397
$150M 0.05%
3,025,023
-146,284
398
$150M 0.05%
781,925
+62,353
399
$149M 0.05%
2,270,768
-499,756
400
$149M 0.04%
1,887,678
+220,216
14 15
16
17 18