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
2126
$10.3M ﹤0.01%
66,201
+13,516
2127
$10.2M ﹤0.01%
204,711
+66,353
2128
$10.2M ﹤0.01%
470,490
-81,080
2129
$10.2M ﹤0.01%
173,283
-17,280
2130
$10.2M ﹤0.01%
1,023,763
-796,712
2131
$10.2M ﹤0.01%
183,326
-119,276
2132
$10.2M ﹤0.01%
266,117
-192,907
2133
$10.2M ﹤0.01%
188,311
-63,096
2134
$10.2M ﹤0.01%
254,138
+78,509
2135
$10.2M ﹤0.01%
68,184
-74,641
2136
$10.2M ﹤0.01%
329,933
+138,393
2137
$10.2M ﹤0.01%
+3,170,068
2138
$10.2M ﹤0.01%
314,165
-215,315
2139
$10.1M ﹤0.01%
295,571
+102,602
2140
$10.1M ﹤0.01%
784,042
+15,231
2141
$10.1M ﹤0.01%
110,158
-177,942
2142
$10.1M ﹤0.01%
606,699
-4,338
2143
$10.1M ﹤0.01%
702,705
-167,737
2144
$10.1M ﹤0.01%
85,857
-27,885
2145
$10.1M ﹤0.01%
579,260
-7,340
2146
$10.1M ﹤0.01%
234,569
+54,605
2147
$10M ﹤0.01%
237,816
+47,742
2148
$10M ﹤0.01%
392,809
+40,181
2149
$10M ﹤0.01%
556,827
+75,468
2150
$10M ﹤0.01%
419,911
+156,111
84 85
86
87 88