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
1726
$15.4M ﹤0.01%
154,962
-72,045
1727
$15.4M ﹤0.01%
151,723
-15,742
1728
$15.4M ﹤0.01%
1,090,608
+55,445
1729
$15.3M ﹤0.01%
1,540,308
-18,669
1730
$15.3M ﹤0.01%
1,062,879
+68,696
1731
$15.3M ﹤0.01%
742,000
+541,261
1732
$15.3M ﹤0.01%
178,889
-17,933
1733
$15.3M ﹤0.01%
124,808
-9,931
1734
$15.3M ﹤0.01%
273,680
-125,412
1735
$15.3M ﹤0.01%
208,690
-30,184
1736
$15.3M ﹤0.01%
322,931
-88,386
1737
$15.2M ﹤0.01%
1,133,323
+67,346
1738
$15.2M ﹤0.01%
794,485
-3,759
1739
$15.2M ﹤0.01%
801,087
+259,826
1740
$15.1M ﹤0.01%
185,429
+6,225
1741
$15.1M ﹤0.01%
15,209
-618
1742
$15.1M ﹤0.01%
254,206
-331,992
1743
$15.1M ﹤0.01%
310,044
+82,697
1744
$15.1M ﹤0.01%
1,030,531
+27,260
1745
$15.1M ﹤0.01%
2,187,084
+373,949
1746
$15.1M ﹤0.01%
662,712
-14,195
1747
$15.1M ﹤0.01%
788,736
-378,479
1748
$15.1M ﹤0.01%
7,006,741
+3,769,479
1749
$15M ﹤0.01%
156,022
-18,207
1750
$15M ﹤0.01%
144,566
+9,776
68 69
70
71 72