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
1526
$19.4M 0.01%
1,034,656
+14,167
1527
$19.4M 0.01%
1,631,299
+415,384
1528
$19.4M 0.01%
2,055,549
-131,040
1529
$19.4M 0.01%
1,138,331
+35,008
1530
$19.4M 0.01%
253,683
-142,290
1531
$19.4M 0.01%
337,858
+207,373
1532
$19.4M 0.01%
220,602
-23,330
1533
$19.3M 0.01%
404,111
+183,819
1534
$19.3M 0.01%
930,322
+23,687
1535
$19.3M 0.01%
398,156
-51,060
1536
$19.3M 0.01%
440,044
-1,237,472
1537
$19.3M 0.01%
1,115,544
+17,657
1538
$19.3M 0.01%
1,184,333
-410,163
1539
$19.3M 0.01%
500,869
+61,062
1540
$19.3M 0.01%
3,403,406
-109,754
1541
$19.3M 0.01%
698,154
-53,342
1542
$19.2M 0.01%
953,011
-349,502
1543
$19.2M 0.01%
624,453
+315,445
1544
$19.2M 0.01%
774,808
-9,030
1545
$19.2M 0.01%
409,057
-16,809
1546
$19.2M 0.01%
625,944
-259,431
1547
$19.2M 0.01%
358,163
-54,093
1548
$19.2M 0.01%
413,806
-128,293
1549
$19.1M 0.01%
858,250
+175,119
1550
$19.1M 0.01%
93,378
+63,756
60 61
62
63 64