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
2201
$9.34M ﹤0.01%
364,788
+9,989
2202
$9.31M ﹤0.01%
365,467
-32,979
2203
$9.3M ﹤0.01%
219,894
+9,184
2204
$9.29M ﹤0.01%
488,409
+12,719
2205
$9.28M ﹤0.01%
151,448
-46,506
2206
$9.26M ﹤0.01%
123,521
+63,978
2207
$9.26M ﹤0.01%
531,891
-159,888
2208
$9.25M ﹤0.01%
486,661
-278,657
2209
$9.23M ﹤0.01%
1,170,893
+727,389
2210
$9.23M ﹤0.01%
172,488
-20,581
2211
$9.22M ﹤0.01%
1,538,032
+618,119
2212
$9.21M ﹤0.01%
112,118
+89,437
2213
$9.21M ﹤0.01%
669,839
-57,472
2214
$9.19M ﹤0.01%
532,232
+35,160
2215
$9.19M ﹤0.01%
351,630
+46,570
2216
$9.19M ﹤0.01%
950,936
-123,491
2217
$9.18M ﹤0.01%
1,596,713
-1,639,965
2218
$9.17M ﹤0.01%
502,575
+78,962
2219
$9.16M ﹤0.01%
654,026
+414,417
2220
$9.14M ﹤0.01%
130,310
+19,311
2221
$9.13M ﹤0.01%
465,420
-8,775
2222
$9.12M ﹤0.01%
553,678
+51,168
2223
$9.12M ﹤0.01%
601,835
+56,535
2224
$9.11M ﹤0.01%
253,669
-31,114
2225
$9.11M ﹤0.01%
96,112
-109,586
87 88
89
90 91