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
1701
$15.8M ﹤0.01%
219,862
+38,239
1702
$15.8M ﹤0.01%
287,251
-25,936
1703
$15.8M ﹤0.01%
+775,292
1704
$15.8M ﹤0.01%
697,427
-41,210
1705
$15.7M ﹤0.01%
154,170
-20,634
1706
$15.7M ﹤0.01%
935,084
+20,391
1707
$15.7M ﹤0.01%
139,156
-129,305
1708
$15.7M ﹤0.01%
365,607
+16,279
1709
$15.7M ﹤0.01%
183,023
+42,472
1710
$15.7M ﹤0.01%
234,529
+19,024
1711
$15.7M ﹤0.01%
774,327
-278,417
1712
$15.6M ﹤0.01%
796,357
+177,598
1713
$15.6M ﹤0.01%
516,641
-249,173
1714
$15.6M ﹤0.01%
624,388
-1,006,821
1715
$15.6M ﹤0.01%
397,512
+304,812
1716
$15.6M ﹤0.01%
440,620
+278,462
1717
$15.6M ﹤0.01%
485,266
+89,559
1718
$15.6M ﹤0.01%
318,892
-941
1719
$15.6M ﹤0.01%
1,072,553
+1,837
1720
$15.5M ﹤0.01%
387,018
-160,618
1721
$15.5M ﹤0.01%
429,409
+178,126
1722
$15.5M ﹤0.01%
316,069
+158,327
1723
$15.5M ﹤0.01%
1,380,861
+65,492
1724
$15.5M ﹤0.01%
460,102
+171,674
1725
$15.4M ﹤0.01%
463,855
-1,671,948
67 68
69
70 71