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
876
$51.5M 0.02%
2,337,624
+38,589
877
$51.3M 0.02%
580,008
-213,586
878
$51.2M 0.02%
616,846
+22,834
879
$51M 0.02%
2,116,871
-34,932
880
$50.9M 0.02%
1,075,571
+139,146
881
$50.8M 0.02%
668,827
+28,886
882
$50.7M 0.02%
161,082
-73,543
883
$50.5M 0.02%
2,297,124
+344,060
884
$50.5M 0.02%
1,281,776
-357,915
885
$50.5M 0.02%
998,795
+305,813
886
$50.4M 0.02%
460,969
+127,894
887
$50.3M 0.02%
1,321,031
-54,590
888
$50.2M 0.02%
1,796,535
-24,031
889
$50.2M 0.02%
2,756,244
-2,125,943
890
$50.1M 0.02%
412,289
+7,203
891
$50M 0.02%
595,905
+94,200
892
$50M 0.02%
1,547,694
+937,303
893
$50M 0.02%
3,437,990
+1,023,536
894
$50M 0.02%
988,958
+31,250
895
$49.8M 0.02%
992,637
+790,334
896
$49.8M 0.02%
301,313
-158,049
897
$49.7M 0.02%
2,883,432
-531,677
898
$49.7M 0.02%
1,653,698
+578,632
899
$49.4M 0.01%
1,846,568
+65,809
900
$49.3M 0.01%
708,250
+464,835
34 35
36
37 38