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
1126
$33.6M 0.01%
2,436,511
+2,018,574
1127
$33.5M 0.01%
1,688,125
+142,444
1128
$33.5M 0.01%
293,367
+52,076
1129
$33.4M 0.01%
1,251,705
-1,047
1130
$33.3M 0.01%
325,783
+96,586
1131
$33.3M 0.01%
1,203,419
+147,876
1132
$33.2M 0.01%
839,186
+137,951
1133
$33.1M 0.01%
1,091,464
-851,105
1134
$33.1M 0.01%
3,137,237
+124,103
1135
$32.9M 0.01%
1,098,325
-44,377
1136
$32.9M 0.01%
839,963
+158,641
1137
$32.8M 0.01%
393,183
+393,182
1138
$32.8M 0.01%
238,683
+3,370
1139
$32.8M 0.01%
757,848
-22,415
1140
$32.8M 0.01%
141,565
-137,885
1141
$32.7M 0.01%
451,724
-79,747
1142
$32.7M 0.01%
25,767
+132
1143
$32.6M 0.01%
330,894
+131,362
1144
$32.5M 0.01%
1,510,506
-3,000,708
1145
$32.4M 0.01%
1,957,913
+71,141
1146
$32.3M 0.01%
971,239
-90,711
1147
$32.2M 0.01%
750,578
+741
1148
$32.2M 0.01%
154,905
-37,177
1149
$32.1M 0.01%
1,356,495
-8,995
1150
$32.1M 0.01%
2,888,283
+247,094
44 45
46
47 48