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
451
$130M 0.04%
1,657,910
-145,688
452
$130M 0.04%
3,287,574
-1,167,600
453
$129M 0.04%
977,638
+438,356
454
$129M 0.04%
963,765
+299,713
455
$129M 0.04%
4,504,561
-334,678
456
$129M 0.04%
1,164,125
+516,092
457
$128M 0.04%
5,883,059
+103,494
458
$128M 0.04%
1,931,737
+1,927,505
459
$128M 0.04%
5,482,462
+1,121,497
460
$128M 0.04%
10,111,988
+2,112,929
461
$128M 0.04%
4,366,461
+1,726,573
462
$127M 0.04%
216,255
-52,873
463
$126M 0.04%
439,791
-43,021
464
$126M 0.04%
8,330,779
-319,018
465
$126M 0.04%
8,593,735
-949,410
466
$126M 0.04%
2,509,484
+3,126
467
$126M 0.04%
2,803,550
-881,672
468
$125M 0.04%
2,072,797
+639,386
469
$125M 0.04%
1,001,043
-535,605
470
$124M 0.04%
3,126,212
+163,855
471
$124M 0.04%
4,580,015
-298,073
472
$124M 0.04%
1,418,119
+672,503
473
$124M 0.04%
15,467,635
+3,360,588
474
$124M 0.04%
3,849,152
+756,474
475
$124M 0.04%
3,194,568
-240,276
17 18
19
20 21