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
1301
$25.7M 0.01%
1,086,657
-172,215
1302
$25.7M 0.01%
477,192
-151,954
1303
$25.6M 0.01%
581,689
+95,411
1304
$25.5M 0.01%
526,537
-93,403
1305
$25.4M 0.01%
1,530,197
-116,724
1306
$25.4M 0.01%
998,223
-18,198
1307
$25.4M 0.01%
369,973
-5,991
1308
$25.4M 0.01%
1,591,349
+945,603
1309
$25.3M 0.01%
1,866,502
+231,065
1310
$25.3M 0.01%
2,502,453
+201,813
1311
$25.2M 0.01%
3,337,300
+320,627
1312
$25.2M 0.01%
564,838
+34,709
1313
$25.1M 0.01%
525,612
+9,030
1314
$25.1M 0.01%
737,021
-2,133,559
1315
$25.1M 0.01%
459,574
+10,137
1316
$25.1M 0.01%
1,099,471
-1,251,332
1317
$25.1M 0.01%
561,008
+205,919
1318
$25.1M 0.01%
429,324
+130,864
1319
$25.1M 0.01%
388,807
+139,528
1320
$25M 0.01%
826,741
-1,085,316
1321
$25M 0.01%
938,937
+63,859
1322
$25M 0.01%
3,903,822
+736,771
1323
$25M 0.01%
268,179
-24,301
1324
$24.9M 0.01%
941,370
-671,041
1325
$24.9M 0.01%
174,067
+24,035
51 52
53
54 55