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
1676
$16.1M ﹤0.01%
1,593,287
-63,211
1677
$16.1M ﹤0.01%
1,602,517
-1,694,840
1678
$16.1M ﹤0.01%
522,214
+151,393
1679
$16.1M ﹤0.01%
1,050,831
-3,093
1680
$16.1M ﹤0.01%
386,304
+17,290
1681
$16.1M ﹤0.01%
319,296
+84,994
1682
$16.1M ﹤0.01%
1,357,700
-64,966
1683
$16.1M ﹤0.01%
626,043
+56,786
1684
$16.1M ﹤0.01%
1,552,797
+1,274,396
1685
$16.1M ﹤0.01%
355,659
+128,818
1686
$16.1M ﹤0.01%
329,302
-805,603
1687
$16.1M ﹤0.01%
632,203
-21,162
1688
$16M ﹤0.01%
711,897
+143,955
1689
$16M ﹤0.01%
456,343
+144,616
1690
$16M ﹤0.01%
527,294
-52,179
1691
$16M ﹤0.01%
127,863
-69,569
1692
$16M ﹤0.01%
270,561
-169,496
1693
$16M ﹤0.01%
221,558
-208,652
1694
$15.9M ﹤0.01%
672,524
-189,304
1695
$15.9M ﹤0.01%
1,927,920
+164,467
1696
$15.9M ﹤0.01%
229,974
-12,346
1697
$15.9M ﹤0.01%
2,926,944
+369,878
1698
$15.9M ﹤0.01%
177,944
+9,957
1699
$15.9M ﹤0.01%
355,538
+15,174
1700
$15.9M ﹤0.01%
620,662
-10,844
66 67
68
69 70