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
2001
$11.6M ﹤0.01%
55,072
-18,056
2002
$11.6M ﹤0.01%
346,735
+68,274
2003
$11.6M ﹤0.01%
739,991
+87,283
2004
$11.6M ﹤0.01%
633,643
+463,136
2005
$11.5M ﹤0.01%
460,416
+414,486
2006
$11.5M ﹤0.01%
464,250
+13,139
2007
$11.5M ﹤0.01%
1,327,574
+33,589
2008
$11.5M ﹤0.01%
221,607
+101,145
2009
$11.5M ﹤0.01%
535,884
-769,416
2010
$11.5M ﹤0.01%
339,081
+214,534
2011
$11.5M ﹤0.01%
506,119
+110,674
2012
$11.5M ﹤0.01%
3,052,628
-1,093,889
2013
$11.5M ﹤0.01%
703,797
+95,955
2014
$11.5M ﹤0.01%
970,825
-314,430
2015
$11.5M ﹤0.01%
483,245
+195,501
2016
$11.5M ﹤0.01%
426,864
-3,365
2017
$11.4M ﹤0.01%
458,372
-54,456
2018
$11.4M ﹤0.01%
130,522
+37,241
2019
$11.4M ﹤0.01%
1,442,704
-61,800
2020
$11.4M ﹤0.01%
544,364
-154,996
2021
$11.3M ﹤0.01%
24,266
+21,032
2022
$11.3M ﹤0.01%
131,874
-275,547
2023
$11.3M ﹤0.01%
469,257
-186,099
2024
$11.3M ﹤0.01%
469,078
+360,125
2025
$11.3M ﹤0.01%
218,834
+107,053
79 80
81
82 83