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
1026
$39.4M 0.01%
4,093,557
+68,937
1027
$39.2M 0.01%
625,831
+71,725
1028
$39.1M 0.01%
743,821
-159,771
1029
$39.1M 0.01%
2,282,330
-64,800
1030
$39M 0.01%
690,909
-807,161
1031
$39M 0.01%
580,370
+151,348
1032
$39M 0.01%
2,156,861
+617,246
1033
$38.9M 0.01%
3,158,407
+286,919
1034
$38.9M 0.01%
455,821
-140,168
1035
$38.7M 0.01%
2,111,733
+3,616
1036
$38.7M 0.01%
1,020,655
+206,477
1037
$38.6M 0.01%
2,477,526
+164,029
1038
$38.5M 0.01%
15,924,535
+11,615,050
1039
$38.4M 0.01%
345,385
-59,137
1040
$38.1M 0.01%
2,234,335
-14,752
1041
$38.1M 0.01%
1,701,357
+40,594
1042
$38.1M 0.01%
1,029,070
-86,814
1043
$38.1M 0.01%
1,523,545
+193,415
1044
$38M 0.01%
555,873
-21,284
1045
$38M 0.01%
1,126,434
-596,675
1046
$37.9M 0.01%
1,544,486
+347,673
1047
$37.9M 0.01%
880,737
-699,272
1048
$37.8M 0.01%
186,458
+77,633
1049
$37.7M 0.01%
1,094,685
+206,335
1050
$37.7M 0.01%
1,112,983
-137,840
40 41
42
43 44