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
2001
$11.6M ﹤0.01%
766,521
-1,145,794
2002
$11.6M ﹤0.01%
55,072
-18,056
2003
$11.6M ﹤0.01%
346,735
+68,274
2004
$11.6M ﹤0.01%
739,991
+87,283
2005
$11.6M ﹤0.01%
633,643
+463,136
2006
$11.5M ﹤0.01%
460,416
+414,486
2007
$11.5M ﹤0.01%
464,250
+13,139
2008
$11.5M ﹤0.01%
1,327,574
+33,589
2009
$11.5M ﹤0.01%
221,607
+101,145
2010
$11.5M ﹤0.01%
535,884
-769,416
2011
$11.5M ﹤0.01%
339,081
+214,534
2012
$11.5M ﹤0.01%
506,119
+110,674
2013
$11.5M ﹤0.01%
3,052,628
-1,093,889
2014
$11.5M ﹤0.01%
703,797
+95,955
2015
$11.5M ﹤0.01%
970,825
-314,430
2016
$11.5M ﹤0.01%
483,245
+195,501
2017
$11.5M ﹤0.01%
426,864
-3,365
2018
$11.4M ﹤0.01%
458,372
-54,456
2019
$11.4M ﹤0.01%
130,522
+37,241
2020
$11.4M ﹤0.01%
1,442,704
-61,800
2021
$11.4M ﹤0.01%
544,364
-154,996
2022
$11.3M ﹤0.01%
24,266
+21,032
2023
$11.3M ﹤0.01%
131,874
-275,547
2024
$11.3M ﹤0.01%
469,257
-186,099
2025
$11.3M ﹤0.01%
469,078
+360,125
79 80
81
82 83