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
2101
$10.5M ﹤0.01%
616,570
+158,841
2102
$10.5M ﹤0.01%
398,864
+57,876
2103
$10.5M ﹤0.01%
332,181
-7,995
2104
$10.4M ﹤0.01%
254,323
-1,273
2105
$10.4M ﹤0.01%
617,032
-209,996
2106
$10.4M ﹤0.01%
844,089
+29,869
2107
$10.4M ﹤0.01%
347,835
+7,959
2108
$10.4M ﹤0.01%
504,360
-24,055
2109
$10.4M ﹤0.01%
206,838
+990
2110
$10.4M ﹤0.01%
106,140
+20,016
2111
$10.4M ﹤0.01%
491,709
-395,217
2112
$10.4M ﹤0.01%
381,141
-48,603
2113
$10.4M ﹤0.01%
221,506
-228,699
2114
$10.3M ﹤0.01%
165,986
-41,857
2115
$10.3M ﹤0.01%
564,953
-29,939
2116
$10.3M ﹤0.01%
400,566
-133,181
2117
$10.3M ﹤0.01%
902,899
+121,135
2118
$10.3M ﹤0.01%
230,715
-188,574
2119
$10.3M ﹤0.01%
220,151
-20,239
2120
$10.3M ﹤0.01%
10,543
-488
2121
$10.3M ﹤0.01%
111,565
-23,039
2122
$10.3M ﹤0.01%
395,050
+366,495
2123
$10.3M ﹤0.01%
432,417
+104,430
2124
$10.3M ﹤0.01%
187,504
+4,673
2125
$10.3M ﹤0.01%
766,294
-2,324,389
83 84
85
86 87