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
851
$53.6M 0.02%
1,093,105
+70,028
852
$53.6M 0.02%
339,032
+131,415
853
$53.5M 0.02%
494,992
+84,251
854
$53.3M 0.02%
1,753,880
+49,832
855
$53.2M 0.02%
3,449,173
+257,402
856
$53.2M 0.02%
1,709,369
+313,466
857
$53.1M 0.02%
4,009,684
+86,667
858
$53.1M 0.02%
6,828
+2,992
859
$53M 0.02%
676,414
+235,335
860
$52.9M 0.02%
820,083
-9,860
861
$52.7M 0.02%
1,099,321
-1,416,129
862
$52.5M 0.02%
431,852
+234,539
863
$52.4M 0.02%
925,312
-293,606
864
$52.4M 0.02%
808,981
-17,458
865
$52.3M 0.02%
868,939
+62,065
866
$52.2M 0.02%
474,698
-8,829
867
$52.1M 0.02%
1,899,980
-55,822
868
$52.1M 0.02%
1,519,333
+480,803
869
$52.1M 0.02%
3,803,385
+326,576
870
$52.1M 0.02%
980,747
+112,039
871
$52M 0.02%
459,262
-192,754
872
$51.9M 0.02%
1,358,455
-420,773
873
$51.8M 0.02%
1,409,228
+46,616
874
$51.5M 0.02%
6,165,549
+820,420
875
$51.5M 0.02%
813,070
+541,726
33 34
35
36 37