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
2326
$8.2M ﹤0.01%
177,588
+104,445
2327
$8.2M ﹤0.01%
387,819
+50,544
2328
$8.17M ﹤0.01%
206,156
+82,714
2329
$8.15M ﹤0.01%
58,055
-126,406
2330
$8.14M ﹤0.01%
738,523
-445,373
2331
$8.14M ﹤0.01%
2,414,286
+401,018
2332
$8.13M ﹤0.01%
379,784
+53,928
2333
$8.12M ﹤0.01%
14,653
+5,414
2334
$8.12M ﹤0.01%
1,956,338
-120,370
2335
$8.11M ﹤0.01%
396,408
+65,579
2336
$8.11M ﹤0.01%
74,944
-134,795
2337
$8.1M ﹤0.01%
261,551
-564,968
2338
$8.1M ﹤0.01%
283,345
-25,491
2339
$8.09M ﹤0.01%
160,238
+50,483
2340
$8.09M ﹤0.01%
335,470
+99,180
2341
$8.05M ﹤0.01%
231,547
+197,599
2342
$8.05M ﹤0.01%
591,727
-122,548
2343
$8.04M ﹤0.01%
182,142
+143,923
2344
$8.03M ﹤0.01%
140,718
+41,455
2345
$8.02M ﹤0.01%
468,767
+21,861
2346
$8.01M ﹤0.01%
236,240
+86,958
2347
$8M ﹤0.01%
848,046
-189,549
2348
$7.99M ﹤0.01%
276,994
+79,926
2349
$7.99M ﹤0.01%
239,848
+54,106
2350
$7.98M ﹤0.01%
1,565,235
+218,623
92 93
94
95 96