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
1776
$14.5M ﹤0.01%
791,059
+24,430
1777
$14.5M ﹤0.01%
275,346
+64,212
1778
$14.5M ﹤0.01%
527,751
-781,581
1779
$14.5M ﹤0.01%
365,005
+34,401
1780
$14.5M ﹤0.01%
1,286,622
+11,748
1781
$14.5M ﹤0.01%
1,381,818
+265,422
1782
$14.5M ﹤0.01%
505,166
+23,559
1783
$14.4M ﹤0.01%
270,070
-17,850
1784
$14.4M ﹤0.01%
311,549
+5,354
1785
$14.4M ﹤0.01%
240,140
-58,076
1786
$14.3M ﹤0.01%
292,848
-35,505
1787
$14.3M ﹤0.01%
355,216
-88,712
1788
$14.3M ﹤0.01%
523,430
-136,756
1789
$14.3M ﹤0.01%
183,048
-161,119
1790
$14.3M ﹤0.01%
164,514
+15,849
1791
$14.3M ﹤0.01%
655,807
-207,275
1792
$14.3M ﹤0.01%
1,008,568
-289,990
1793
$14.3M ﹤0.01%
+431,352
1794
$14.3M ﹤0.01%
768,821
+177,694
1795
$14.3M ﹤0.01%
1,240,112
-4,418,985
1796
$14.2M ﹤0.01%
720,555
+77,213
1797
$14.1M ﹤0.01%
193,769
-22,867
1798
$14.1M ﹤0.01%
1,681,101
+722,781
1799
$14.1M ﹤0.01%
309,190
-148,570
1800
$14.1M ﹤0.01%
262,701
-72,595
70 71
72
73 74