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
1276
$26.7M 0.01%
582,194
+142,949
1277
$26.7M 0.01%
1,238,887
+346,496
1278
$26.6M 0.01%
618,005
+1,327
1279
$26.6M 0.01%
565,704
-15,117
1280
$26.6M 0.01%
502,293
-190,443
1281
$26.6M 0.01%
2,657,594
-244,953
1282
$26.5M 0.01%
368,130
-228,809
1283
$26.5M 0.01%
315,024
+185,881
1284
$26.5M 0.01%
1,178,284
+189,374
1285
$26.5M 0.01%
1,243,447
-398,929
1286
$26.5M 0.01%
2,722,071
+1,601,923
1287
$26.5M 0.01%
1,388,681
+650,436
1288
$26.4M 0.01%
924,269
+12,400
1289
$26.3M 0.01%
2,948,913
+566,010
1290
$26.3M 0.01%
423,672
-959,365
1291
$26.2M 0.01%
1,229,575
+230,636
1292
$26.2M 0.01%
303,300
-94,969
1293
$26.1M 0.01%
680,614
-51,810
1294
$26.1M 0.01%
145,420
-82,010
1295
$26M 0.01%
319,186
+52,649
1296
$25.9M 0.01%
283,641
+9,891
1297
$25.9M 0.01%
1,105,537
-187,067
1298
$25.8M 0.01%
440,872
+292,698
1299
$25.8M 0.01%
582,490
-428,668
1300
$25.7M 0.01%
1,171,795
-3,814
50 51
52
53 54