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
751
$66.8M 0.02%
746,164
+260,414
752
$66.6M 0.02%
473,435
-115,606
753
$66.5M 0.02%
3,214,930
+131,885
754
$66.4M 0.02%
1,900,665
+889,888
755
$66.2M 0.02%
616,381
-6,441
756
$66M 0.02%
8,400,682
+771,770
757
$65.7M 0.02%
354,164
+32,018
758
$65.6M 0.02%
461,418
+46,971
759
$65.4M 0.02%
5,449,551
+213,205
760
$65.2M 0.02%
4,659,919
+572,615
761
$65.2M 0.02%
1,648,058
+59,679
762
$65.1M 0.02%
2,093,317
+1,727,456
763
$64.9M 0.02%
1,162,342
+19,644
764
$64.4M 0.02%
447,223
+39,264
765
$64.4M 0.02%
2,616,420
+288,140
766
$64.1M 0.02%
1,130,509
-1,175,068
767
$64M 0.02%
1,391,616
+222,315
768
$63.9M 0.02%
3,170,104
+308,078
769
$63.8M 0.02%
833,552
+111,041
770
$63.7M 0.02%
503,729
-4,787
771
$63.4M 0.02%
5,083,856
-638,004
772
$63.3M 0.02%
3,067,286
+150,283
773
$63.2M 0.02%
127,431
-6,140
774
$63M 0.02%
1,428,714
+90,015
775
$62.9M 0.02%
895,932
+213,801
29 30
31
32 33