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
651
$80.9M 0.02%
6,267,687
+3,756,848
652
$80.9M 0.02%
7,926,809
+5,156
653
$80.6M 0.02%
2,902,476
+452,304
654
$80.5M 0.02%
5,895,922
+518,034
655
$80.4M 0.02%
535,815
-23,890
656
$80.3M 0.02%
10,514,375
+265,565
657
$80.3M 0.02%
391,792
-471,392
658
$80.2M 0.02%
1,954,832
+174,188
659
$80M 0.02%
3,079,310
-2,274,291
660
$79.8M 0.02%
3,444,082
-564,999
661
$79.5M 0.02%
893,994
+211,142
662
$79.3M 0.02%
6,060,654
+40,930
663
$79.3M 0.02%
1,055,549
-14,629
664
$79.3M 0.02%
1,704,802
+196,969
665
$79M 0.02%
2,004,402
-450,511
666
$79M 0.02%
2,206,563
-29,315
667
$78.6M 0.02%
1,933,838
-1,855,917
668
$78.5M 0.02%
1,057,945
-166,371
669
$78.5M 0.02%
1,504,074
-49,761
670
$78.1M 0.02%
7,122,482
+200,229
671
$78M 0.02%
699,842
+82,960
672
$77.9M 0.02%
5,333,454
+295,596
673
$77.6M 0.02%
702,969
-108,808
674
$77.4M 0.02%
862,409
-250,083
675
$77.3M 0.02%
1,346,966
+363,245
25 26
27
28 29