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
601
$88.4M 0.03%
1,501,572
-22,565
602
$88.4M 0.03%
2,633,070
-169,935
603
$88M 0.03%
656,930
-5,982
604
$87.8M 0.03%
15,347,466
+2,031,784
605
$87.8M 0.03%
1,403,742
+73,719
606
$87.7M 0.03%
1,625,859
+1,205,221
607
$87.6M 0.03%
1,773,756
-108,518
608
$87.6M 0.03%
1,296,852
+112,849
609
$87.3M 0.03%
1,438,597
-104,139
610
$87.1M 0.03%
698,677
-95,928
611
$86.9M 0.03%
1,286,186
-840,831
612
$86.8M 0.03%
967,727
-66,285
613
$86.2M 0.03%
7,272,613
+2,468,534
614
$86M 0.03%
662,949
+12,753
615
$85.9M 0.03%
3,097,125
-647,255
616
$85.8M 0.03%
779,883
+11,235
617
$85.5M 0.03%
904,506
-1,594,019
618
$85.5M 0.03%
3,293,319
-1,918,807
619
$85.3M 0.03%
2,502,177
+85,199
620
$85.1M 0.03%
670,052
-159,065
621
$85M 0.03%
4,034,542
+75,632
622
$84.7M 0.03%
7,809,931
-2,202,068
623
$84.6M 0.03%
3,820,224
+730,011
624
$84.6M 0.03%
1,782,723
+170,231
625
$84.4M 0.03%
1,231,317
+333,921
23 24
25
26 27