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
1376
$23.2M 0.01%
143,129
-66,296
1377
$23.2M 0.01%
+13,771
1378
$23.1M 0.01%
419,943
+98,934
1379
$23.1M 0.01%
248,230
+54,658
1380
$23.1M 0.01%
359,106
+128,958
1381
$23M 0.01%
1,823,334
-79,542
1382
$23M 0.01%
450,669
+443,398
1383
$23M 0.01%
553,860
-78,305
1384
$23M 0.01%
919,131
+335,969
1385
$23M 0.01%
852,997
+137,019
1386
$23M 0.01%
1,504,698
+131,345
1387
$23M 0.01%
1,290,519
+332,417
1388
$22.9M 0.01%
493,975
+279,250
1389
$22.9M 0.01%
600,795
+124,393
1390
$22.9M 0.01%
290,429
+162,015
1391
$22.9M 0.01%
301,317
-94,173
1392
$22.9M 0.01%
382,176
+177,896
1393
$22.9M 0.01%
4,429,009
+2,192,008
1394
$22.8M 0.01%
262,444
-2,641,334
1395
$22.8M 0.01%
682,784
+129,689
1396
$22.7M 0.01%
903,863
+144,758
1397
$22.7M 0.01%
2,035,569
+210,825
1398
$22.6M 0.01%
275,025
-20,803
1399
$22.6M 0.01%
754,091
+26,933
1400
$22.6M 0.01%
2,326,827
+128,084
54 55
56
57 58