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
1976
$11.9M ﹤0.01%
369,982
+26,803
1977
$11.8M ﹤0.01%
547,843
-393,363
1978
$11.8M ﹤0.01%
369,091
+216,668
1979
$11.8M ﹤0.01%
562,399
+82,594
1980
$11.8M ﹤0.01%
453,993
+48,634
1981
$11.8M ﹤0.01%
1,785,751
-477,613
1982
$11.8M ﹤0.01%
846,462
-91,788
1983
$11.8M ﹤0.01%
996,614
-202,905
1984
$11.8M ﹤0.01%
161,648
-23,926
1985
$11.8M ﹤0.01%
1,200,318
+284,124
1986
$11.8M ﹤0.01%
220,055
-289,018
1987
$11.7M ﹤0.01%
305,381
-69,600
1988
$11.7M ﹤0.01%
196,554
+11,187
1989
$11.7M ﹤0.01%
420,267
+212,002
1990
$11.7M ﹤0.01%
401,787
+99,405
1991
$11.7M ﹤0.01%
427,568
+92,696
1992
$11.7M ﹤0.01%
25,363
-5,094
1993
$11.7M ﹤0.01%
1,108,537
+528,683
1994
$11.7M ﹤0.01%
651,594
-11,347
1995
$11.6M ﹤0.01%
367,492
-439,028
1996
$11.6M ﹤0.01%
660,075
+3,032
1997
$11.6M ﹤0.01%
354,282
+160,220
1998
$11.6M ﹤0.01%
433,281
+10,468
1999
$11.6M ﹤0.01%
174,859
-77,791
2000
$11.6M ﹤0.01%
766,521
-1,145,794
78 79
80
81 82