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
526
$107M 0.03%
3,101,884
+263,255
527
$107M 0.03%
4,294,586
+464,577
528
$106M 0.03%
4,983,324
+1,109,804
529
$106M 0.03%
2,139,448
-274,541
530
$106M 0.03%
800,379
+10,190
531
$106M 0.03%
1,232,443
+771,688
532
$105M 0.03%
1,895,249
-63,124
533
$105M 0.03%
1,929,529
+51,823
534
$104M 0.03%
1,797,515
+324,962
535
$104M 0.03%
3,466,053
-1,249,716
536
$104M 0.03%
2,039,618
+1,200,175
537
$104M 0.03%
1,545,481
-110,152
538
$103M 0.03%
1,661,451
-461,581
539
$103M 0.03%
1,023,093
+688,742
540
$103M 0.03%
761,066
-84,144
541
$102M 0.03%
1,502,032
+503,089
542
$102M 0.03%
1,618,402
-561,761
543
$101M 0.03%
1,783,219
-2,445,004
544
$101M 0.03%
888,872
+29,347
545
$101M 0.03%
1,944,867
+188,918
546
$101M 0.03%
1,091,986
+253,475
547
$101M 0.03%
5,958,193
-112,954
548
$101M 0.03%
3,053,499
+599,258
549
$101M 0.03%
621,329
+226,684
550
$100M 0.03%
1,795,130
+346,790
20 21
22
23 24