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
1951
$12.1M ﹤0.01%
160,327
-154,400
1952
$12.1M ﹤0.01%
165,421
-106,188
1953
$12.1M ﹤0.01%
230,782
+156,490
1954
$12.1M ﹤0.01%
155,880
-21,393
1955
$12.1M ﹤0.01%
695,318
+682,052
1956
$12M ﹤0.01%
176,069
+10,289
1957
$12M ﹤0.01%
429,442
-23,947
1958
$12M ﹤0.01%
1,497,274
-153,195
1959
$12M ﹤0.01%
342,835
+4,690
1960
$12M ﹤0.01%
915,370
+86,665
1961
$12M ﹤0.01%
377,307
-674,148
1962
$12M ﹤0.01%
747,722
+727,196
1963
$12M ﹤0.01%
516,939
-1,207,464
1964
$12M ﹤0.01%
500,255
-210,144
1965
$12M ﹤0.01%
771,044
-88,969
1966
$11.9M ﹤0.01%
749,220
-137,674
1967
$11.9M ﹤0.01%
310,043
-158,154
1968
$11.9M ﹤0.01%
511,548
+346,180
1969
$11.9M ﹤0.01%
594,146
-16,103
1970
$11.9M ﹤0.01%
127,981
+1,317
1971
$11.9M ﹤0.01%
155,767
+103,341
1972
$11.9M ﹤0.01%
227,973
-191,965
1973
$11.9M ﹤0.01%
1,180,042
+573,516
1974
$11.9M ﹤0.01%
578,454
+122,143
1975
$11.9M ﹤0.01%
547,731
+41,359
77 78
79
80 81