Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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
6,907
New
Increased
Reduced
Closed

Top Buys

1
+$500M
2
+$470M
3
+$409M
4
AABA
Altaba Inc
AABA
+$378M
5
BKNG icon
Booking.com
BKNG
+$375M

Top Sells

1
+$1.9B
2
+$828M
3
+$716M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$585M
5
ETP
Energy Transfer Partners L.p.
ETP
+$539M

Sector Composition

1 Technology 9.92%
2 Financials 9.63%
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
1976
$11.9M ﹤0.01%
547,731
+41,359
1977
$11.9M ﹤0.01%
369,982
+26,803
1978
$11.8M ﹤0.01%
547,843
-393,363
1979
$11.8M ﹤0.01%
369,091
+216,668
1980
$11.8M ﹤0.01%
562,399
+82,594
1981
$11.8M ﹤0.01%
453,993
+48,634
1982
$11.8M ﹤0.01%
1,785,751
-477,613
1983
$11.8M ﹤0.01%
846,462
-91,788
1984
$11.8M ﹤0.01%
996,614
-202,905
1985
$11.8M ﹤0.01%
161,648
-23,926
1986
$11.8M ﹤0.01%
1,200,318
+284,124
1987
$11.8M ﹤0.01%
220,055
-289,018
1988
$11.7M ﹤0.01%
320,650
-73,080
1989
$11.7M ﹤0.01%
196,554
+11,187
1990
$11.7M ﹤0.01%
420,267
+212,002
1991
$11.7M ﹤0.01%
401,787
+99,405
1992
$11.7M ﹤0.01%
427,568
+92,696
1993
$11.7M ﹤0.01%
25,363
-5,094
1994
$11.7M ﹤0.01%
1,108,537
+528,683
1995
$11.7M ﹤0.01%
651,594
-11,347
1996
$11.6M ﹤0.01%
367,492
-439,028
1997
$11.6M ﹤0.01%
660,075
+3,032
1998
$11.6M ﹤0.01%
357,293
+161,581
1999
$11.6M ﹤0.01%
433,281
+10,468
2000
$11.6M ﹤0.01%
174,859
-77,791
78 79
80
81 82