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
1176
$30.9M 0.01%
2,160,531
+101,409
1177
$30.9M 0.01%
464,358
-466,276
1178
$30.8M 0.01%
221,807
+7,236
1179
$30.8M 0.01%
1,163,119
+183,930
1180
$30.8M 0.01%
2,377,973
+375,292
1181
$30.6M 0.01%
2,607,869
+65,103
1182
$30.5M 0.01%
2,371,958
+501,693
1183
$30.5M 0.01%
1,251,007
+308,887
1184
$30.5M 0.01%
471,166
+177,906
1185
$30.4M 0.01%
1,024,270
-8,595
1186
$30.4M 0.01%
2,672,411
-255,452
1187
$30.2M 0.01%
297,837
-68,069
1188
$30.2M 0.01%
287,420
-51,563
1189
$30.2M 0.01%
4,030,005
-1,148,775
1190
$30.1M 0.01%
7,403,305
+3,774,382
1191
$30.1M 0.01%
2,289,363
+181,500
1192
$30.1M 0.01%
476,154
+208,212
1193
$30.1M 0.01%
1,075,044
-151,991
1194
$30M 0.01%
992,150
-83,632
1195
$30M 0.01%
331,593
+31,937
1196
$30M 0.01%
950,095
+27,775
1197
$30M 0.01%
1,098,985
+306,340
1198
$29.9M 0.01%
1,723,114
-138,405
1199
$29.8M 0.01%
534,694
+239,552
1200
$29.8M 0.01%
1,065,746
-475,904
46 47
48
49 50