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
401
$149M 0.04%
2,916,497
+369,063
402
$148M 0.04%
2,762,204
+11,374
403
$148M 0.04%
1,475,254
+78,622
404
$147M 0.04%
2,836,984
+486,836
405
$147M 0.04%
999,997
-16,841
406
$147M 0.04%
6,154,934
+319,784
407
$146M 0.04%
2,234,843
+495,731
408
$146M 0.04%
1,250,333
+40,832
409
$146M 0.04%
4,902,043
-2,157,161
410
$146M 0.04%
2,201,640
-738,997
411
$145M 0.04%
4,052,469
+273,509
412
$145M 0.04%
3,394,337
-14,011
413
$145M 0.04%
4,416,926
+420,694
414
$144M 0.04%
3,315,069
+291,194
415
$144M 0.04%
4,311,128
+610,659
416
$144M 0.04%
427,166
+78,478
417
$143M 0.04%
1,369,768
-289,921
418
$143M 0.04%
2,177,668
+390,969
419
$143M 0.04%
6,582,696
-4,386,880
420
$142M 0.04%
5,058,237
-201,745
421
$142M 0.04%
4,007,963
-365,672
422
$141M 0.04%
2,293,220
+216,515
423
$140M 0.04%
5,142,596
-2,023,463
424
$140M 0.04%
1,910,616
+948,473
425
$140M 0.04%
3,329,130
-1,587,130
15 16
17
18 19