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
1926
$12.4M ﹤0.01%
370,157
-161,403
1927
$12.4M ﹤0.01%
61,052
-292,163
1928
$12.4M ﹤0.01%
1,051,581
-814,556
1929
$12.4M ﹤0.01%
429,306
-1,594
1930
$12.4M ﹤0.01%
491,192
+29,242
1931
$12.4M ﹤0.01%
1,488,436
+543,987
1932
$12.3M ﹤0.01%
317,536
-1,996
1933
$12.3M ﹤0.01%
866,970
+26,693
1934
$12.3M ﹤0.01%
430,180
-50,604
1935
$12.3M ﹤0.01%
316,735
-102,546
1936
$12.3M ﹤0.01%
1,922,621
-359,163
1937
$12.3M ﹤0.01%
282,898
+66,715
1938
$12.3M ﹤0.01%
311,454
+230,733
1939
$12.3M ﹤0.01%
357,705
+13,293
1940
$12.3M ﹤0.01%
20,477
+9,290
1941
$12.3M ﹤0.01%
196,350
-271,690
1942
$12.3M ﹤0.01%
1,406,161
+312,041
1943
$12.2M ﹤0.01%
130,409
-29,127
1944
$12.2M ﹤0.01%
464,009
-492,637
1945
$12.2M ﹤0.01%
1,331,095
-432,840
1946
$12.1M ﹤0.01%
500,364
+329,662
1947
$12.1M ﹤0.01%
4,999,351
+1,905,341
1948
$12.1M ﹤0.01%
191,877
+29,724
1949
$12.1M ﹤0.01%
577,588
+46,564
1950
$12.1M ﹤0.01%
487,201
+115,144
76 77
78
79 80