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
1351
$24M 0.01%
442,544
+39,747
1352
$23.8M 0.01%
292,189
-42,653
1353
$23.8M 0.01%
1,159,931
-283,645
1354
$23.8M 0.01%
361,189
-16,722
1355
$23.8M 0.01%
392,456
+74,235
1356
$23.7M 0.01%
8,425,434
-87,649
1357
$23.6M 0.01%
432,078
+12,868
1358
$23.6M 0.01%
668,233
+364,152
1359
$23.6M 0.01%
255,495
-40,111
1360
$23.6M 0.01%
382,145
-138,906
1361
$23.6M 0.01%
1,007,766
+192,181
1362
$23.6M 0.01%
633,004
-413,945
1363
$23.6M 0.01%
1,313,323
+9,831
1364
$23.6M 0.01%
1,230,041
+54,958
1365
$23.6M 0.01%
435,000
+50,000
1366
$23.5M 0.01%
2,492,207
+1,091,953
1367
$23.4M 0.01%
532,706
-82,283
1368
$23.4M 0.01%
1,224,641
-119,010
1369
$23.3M 0.01%
372,851
+85,888
1370
$23.3M 0.01%
456,087
-140,436
1371
$23.3M 0.01%
796,304
-10,804
1372
$23.3M 0.01%
3,225,929
+1,327,026
1373
$23.3M 0.01%
2,903,626
-40,359
1374
$23.2M 0.01%
307,659
+100,237
1375
$23.2M 0.01%
599,387
+325,680
53 54
55
56 57