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
1251
$27.8M 0.01%
1,202,037
+133,704
1252
$27.8M 0.01%
272,091
+109,919
1253
$27.8M 0.01%
472,694
+116,616
1254
$27.7M 0.01%
607,366
+87,818
1255
$27.6M 0.01%
1,174,489
+181,552
1256
$27.6M 0.01%
868,558
+217,265
1257
$27.5M 0.01%
1,583,118
+473,642
1258
$27.5M 0.01%
1,132,776
-331,514
1259
$27.5M 0.01%
604,936
+150,915
1260
$27.5M 0.01%
650,440
+61,960
1261
$27.4M 0.01%
657,228
-544,700
1262
$27.3M 0.01%
1,652,287
-576,119
1263
$27.3M 0.01%
387,383
+13,556
1264
$27.3M 0.01%
361,996
-47,988
1265
$27.2M 0.01%
1,578,114
-1,499,015
1266
$27.1M 0.01%
288,528
-93,828
1267
$27.1M 0.01%
584,803
-1,105,617
1268
$27.1M 0.01%
1,129,588
+17,836
1269
$27.1M 0.01%
594,932
+28,775
1270
$27.1M 0.01%
839,422
-14,355
1271
$27M 0.01%
344,802
+69,532
1272
$26.9M 0.01%
451,064
+170,197
1273
$26.9M 0.01%
246,345
+85,911
1274
$26.9M 0.01%
1,237,282
+260,236
1275
$26.8M 0.01%
1,769,025
-49,558
49 50
51
52 53