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
1326
$24.8M 0.01%
214,805
+50,179
1327
$24.8M 0.01%
387,183
+62,709
1328
$24.7M 0.01%
1,127,352
+30,768
1329
$24.7M 0.01%
495,123
+216,637
1330
$24.7M 0.01%
817,178
+12,309
1331
$24.7M 0.01%
1,534,618
+95,197
1332
$24.6M 0.01%
275,502
-18,026
1333
$24.6M 0.01%
567,112
+180,232
1334
$24.6M 0.01%
310,411
+60,994
1335
$24.6M 0.01%
519,963
-23,798
1336
$24.6M 0.01%
1,846,906
-2,301,989
1337
$24.6M 0.01%
559,506
+108,749
1338
$24.5M 0.01%
277,111
+156,684
1339
$24.4M 0.01%
1,306,560
+5,717
1340
$24.4M 0.01%
509,171
-2,986,619
1341
$24.3M 0.01%
143,369
-2,378
1342
$24.3M 0.01%
1,088,458
+419,915
1343
$24.3M 0.01%
476,507
+129,631
1344
$24.3M 0.01%
359,175
-58,535
1345
$24.2M 0.01%
559,803
-209,812
1346
$24.2M 0.01%
524,054
-589,326
1347
$24.2M 0.01%
620,537
-42,629
1348
$24.2M 0.01%
371,680
-56,586
1349
$24.1M 0.01%
1,240,761
-294,178
1350
$24.1M 0.01%
2,648,684
+99,190
52 53
54
55 56