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
1001
$41.4M 0.01%
694,893
-34,967
1002
$41.4M 0.01%
4,151,667
+159,598
1003
$41.3M 0.01%
369,675
+41,654
1004
$41.2M 0.01%
858,343
+208,014
1005
$41.1M 0.01%
688,201
-132,840
1006
$41M 0.01%
878,984
+349,701
1007
$41M 0.01%
2,371,724
-405,339
1008
$40.9M 0.01%
868,212
+56,445
1009
$40.8M 0.01%
461,544
-233,029
1010
$40.5M 0.01%
783,884
+7,001
1011
$40.3M 0.01%
813,149
+397,538
1012
$40.3M 0.01%
7,296,758
-12,729,038
1013
$40.2M 0.01%
218,904
-151,534
1014
$40.1M 0.01%
1,534,521
+73,874
1015
$40.1M 0.01%
2,577,409
-207,632
1016
$40M 0.01%
1,327,555
-349,324
1017
$40M 0.01%
239,357
-60,259
1018
$39.9M 0.01%
2,397,974
-845,212
1019
$39.8M 0.01%
792,240
-517,948
1020
$39.8M 0.01%
1,156,424
+78,536
1021
$39.5M 0.01%
2,924,044
-129,937
1022
$39.5M 0.01%
1,223,571
+172,900
1023
$39.5M 0.01%
714,479
+286,681
1024
$39.4M 0.01%
903,711
-339,092
1025
$39.4M 0.01%
3,012,933
+484,426
39 40
41
42 43