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
1151
$32.1M 0.01%
3,030,392
-133,166
1152
$32.1M 0.01%
848,565
-93,196
1153
$32M 0.01%
191,584
-22,310
1154
$31.9M 0.01%
1,304,749
-57,345
1155
$31.8M 0.01%
323,313
-96,372
1156
$31.8M 0.01%
420,606
-33,810
1157
$31.8M 0.01%
564,101
+36,149
1158
$31.8M 0.01%
797,736
-13,066
1159
$31.8M 0.01%
3,533,574
-125,142
1160
$31.7M 0.01%
265,734
-213,761
1161
$31.7M 0.01%
513,580
+172,800
1162
$31.6M 0.01%
2,707,236
-213,273
1163
$31.6M 0.01%
674,987
-141,041
1164
$31.5M 0.01%
470,866
+93,033
1165
$31.5M 0.01%
667,997
+225,846
1166
$31.5M 0.01%
1,995,722
+338,502
1167
$31.5M 0.01%
453,098
+32,569
1168
$31.5M 0.01%
1,477,952
+113,826
1169
$31.3M 0.01%
700,920
-118,081
1170
$31.3M 0.01%
952,599
+829,428
1171
$31.3M 0.01%
1,376,716
+619,769
1172
$31.2M 0.01%
1,706,241
+331,608
1173
$31.1M 0.01%
317,869
+68,310
1174
$31M 0.01%
373,625
-18,294
1175
$30.9M 0.01%
505,692
+103,254
45 46
47
48 49