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
2051
$11M ﹤0.01%
228,392
+17,791
2052
$11M ﹤0.01%
377,130
-3,565
2053
$11M ﹤0.01%
257,651
+57,960
2054
$11M ﹤0.01%
532,261
+68,932
2055
$11M ﹤0.01%
123,570
-325,725
2056
$11M ﹤0.01%
111,294
-2,872
2057
$11M ﹤0.01%
237,057
-10,527
2058
$11M ﹤0.01%
532,903
+42,664
2059
$10.9M ﹤0.01%
459,837
-516,727
2060
$10.9M ﹤0.01%
691,897
-302,634
2061
$10.9M ﹤0.01%
232,729
-75,665
2062
$10.9M ﹤0.01%
317,873
-48,086
2063
$10.9M ﹤0.01%
333,870
+183,155
2064
$10.9M ﹤0.01%
385,527
-347,522
2065
$10.9M ﹤0.01%
99,984
-106,134
2066
$10.9M ﹤0.01%
582,234
+49,344
2067
$10.9M ﹤0.01%
206,099
-219,546
2068
$10.9M ﹤0.01%
166,392
+13,931
2069
$10.8M ﹤0.01%
426,138
+96,464
2070
$10.8M ﹤0.01%
211,181
-281,301
2071
$10.8M ﹤0.01%
271,638
-7,062
2072
$10.8M ﹤0.01%
126,562
-20,682
2073
$10.8M ﹤0.01%
428,904
-119,871
2074
$10.8M ﹤0.01%
1,112,068
+293,220
2075
$10.8M ﹤0.01%
207,509
+107,454
81 82
83
84 85