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
1876
$13.2M ﹤0.01%
444,358
+154,780
1877
$13.2M ﹤0.01%
404,920
-10,227
1878
$13.1M ﹤0.01%
935,912
-7,656
1879
$13.1M ﹤0.01%
290,750
-79,223
1880
$13.1M ﹤0.01%
122,436
+5,623
1881
$13.1M ﹤0.01%
352,976
-26,982
1882
$13.1M ﹤0.01%
1,302,397
+95,883
1883
$13.1M ﹤0.01%
79,307
-20,662
1884
$13.1M ﹤0.01%
495,970
+13,860
1885
$13M ﹤0.01%
766,496
-50,666
1886
$13M ﹤0.01%
696,422
-242,068
1887
$13M ﹤0.01%
186,447
+44,429
1888
$13M ﹤0.01%
514,855
+5,100
1889
$13M ﹤0.01%
106,248
-208,933
1890
$13M ﹤0.01%
685,171
-64,131
1891
$13M ﹤0.01%
348,007
+131,865
1892
$12.9M ﹤0.01%
44,157
+4,623
1893
$12.9M ﹤0.01%
363,600
+90,516
1894
$12.9M ﹤0.01%
738,661
+27,183
1895
$12.9M ﹤0.01%
166,909
+15,007
1896
$12.9M ﹤0.01%
594,393
-137,245
1897
$12.9M ﹤0.01%
278,761
-39,865
1898
$12.9M ﹤0.01%
282,170
+49,706
1899
$12.9M ﹤0.01%
617,225
+36,882
1900
$12.8M ﹤0.01%
438,671
+309,524
74 75
76
77 78