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
1201
$29.8M 0.01%
3,383,363
-702,007
1202
$29.7M 0.01%
888,268
-238,767
1203
$29.7M 0.01%
244,230
+21,260
1204
$29.7M 0.01%
131,810
+42,279
1205
$29.6M 0.01%
22,661
-4,165
1206
$29.5M 0.01%
1,895,800
+269,900
1207
$29.5M 0.01%
478,670
+26,727
1208
$29.5M 0.01%
1,169,371
+105,061
1209
$29.5M 0.01%
1,480,837
+81,371
1210
$29.5M 0.01%
293,776
-7,696
1211
$29.4M 0.01%
1,667,520
+94,192
1212
$29.4M 0.01%
427,252
-141,228
1213
$29.3M 0.01%
278,045
+55,774
1214
$29.3M 0.01%
1,061,528
-450,661
1215
$29.3M 0.01%
1,221,080
+734,008
1216
$29.3M 0.01%
631,410
+305,017
1217
$29.2M 0.01%
663,419
+46,113
1218
$29.2M 0.01%
1,375,435
+122,158
1219
$29.2M 0.01%
752,410
-196,147
1220
$29.2M 0.01%
1,900,305
+153,596
1221
$29.2M 0.01%
481,100
+43,476
1222
$29M 0.01%
1,229,218
-25,006
1223
$29M 0.01%
2,017,686
-483,593
1224
$29M 0.01%
333,982
+182,499
1225
$28.9M 0.01%
976,389
+38,509
47 48
49
50 51