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
1451
$21.2M 0.01%
999,824
-163,717
1452
$21.2M 0.01%
443,115
-58,671
1453
$21.2M 0.01%
1,013,152
+113,691
1454
$21.2M 0.01%
1,603,809
+491,690
1455
$21.2M 0.01%
2,136,361
+1,104,495
1456
$21.2M 0.01%
923,271
+7,642
1457
$21.1M 0.01%
247,371
+22,342
1458
$21.1M 0.01%
313,216
+160,028
1459
$21M 0.01%
570,389
+163,879
1460
$21M 0.01%
2,066,608
-4,862,262
1461
$21M 0.01%
164,644
+36,359
1462
$21M 0.01%
953,859
+780,707
1463
$20.9M 0.01%
1,343,647
+241,031
1464
$20.9M 0.01%
490,130
-35,667
1465
$20.9M 0.01%
135,310
+8,991
1466
$20.9M 0.01%
498,977
+177,031
1467
$20.9M 0.01%
149,871
-32,163
1468
$20.9M 0.01%
2,495,329
+2,146,828
1469
$20.8M 0.01%
2,420,941
-1,108,940
1470
$20.8M 0.01%
3,309,319
+24,682
1471
$20.8M 0.01%
462,262
+33,902
1472
$20.8M 0.01%
2,479,903
+605,626
1473
$20.8M 0.01%
698,864
-108,925
1474
$20.7M 0.01%
1,144,078
+69,112
1475
$20.7M 0.01%
653,206
+31,452
57 58
59
60 61