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
1226
$28.9M 0.01%
386,826
-422,160
1227
$28.8M 0.01%
565,615
+160,012
1228
$28.8M 0.01%
296,026
-46,382
1229
$28.8M 0.01%
3,371,364
+1,126,080
1230
$28.7M 0.01%
129,097
-438,188
1231
$28.7M 0.01%
517,331
+30,363
1232
$28.7M 0.01%
1,238,564
+61,718
1233
$28.5M 0.01%
1,130,107
+193,453
1234
$28.5M 0.01%
394,972
+84,443
1235
$28.4M 0.01%
1,779,024
-1,360,399
1236
$28.4M 0.01%
2,283,831
+1,772,765
1237
$28.4M 0.01%
632,582
+188,999
1238
$28.4M 0.01%
3,031,520
-265,536
1239
$28.3M 0.01%
83,366
+4,506
1240
$28.3M 0.01%
807,627
-101,628
1241
$28.2M 0.01%
306,042
+8,680
1242
$28.1M 0.01%
1,765,946
+10,011
1243
$28.1M 0.01%
487,353
+406,508
1244
$28.1M 0.01%
652,891
-967,648
1245
$28.1M 0.01%
860,200
+167,917
1246
$27.9M 0.01%
300,345
-2,288
1247
$27.9M 0.01%
1,015,297
-456,893
1248
$27.9M 0.01%
180,715
-203,270
1249
$27.9M 0.01%
3,504,524
-119,444
1250
$27.8M 0.01%
704,272
+26,956
48 49
50
51 52