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
1426
$21.9M 0.01%
415,696
-15,896
1427
$21.8M 0.01%
231,407
+74,831
1428
$21.8M 0.01%
423,493
-43,087
1429
$21.8M 0.01%
1,440,523
+73,543
1430
$21.8M 0.01%
336,578
+173,609
1431
$21.8M 0.01%
1,249,107
+528,120
1432
$21.8M 0.01%
337,698
-2,604
1433
$21.7M 0.01%
609,677
-51,209
1434
$21.7M 0.01%
6,834,859
+2,288,687
1435
$21.7M 0.01%
679,786
-29,873
1436
$21.7M 0.01%
779,628
+12,309
1437
$21.6M 0.01%
334,510
+180,473
1438
$21.6M 0.01%
1,268,195
+138,727
1439
$21.5M 0.01%
1,014,009
+729,540
1440
$21.5M 0.01%
4,234,531
+9,104
1441
$21.5M 0.01%
366,278
-267,345
1442
$21.4M 0.01%
514,260
-52,942
1443
$21.4M 0.01%
417,160
+19,677
1444
$21.4M 0.01%
1,118,510
-61,480
1445
$21.4M 0.01%
3,260,545
+1,005,562
1446
$21.4M 0.01%
327,254
+39,523
1447
$21.4M 0.01%
1,023,147
-247,880
1448
$21.3M 0.01%
1,284,535
+69,518
1449
$21.3M 0.01%
2,274,233
+188,464
1450
$21.3M 0.01%
295,807
+103,349
56 57
58
59 60