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
2026
$11.3M ﹤0.01%
241,987
+122,529
2027
$11.3M ﹤0.01%
1,672,474
+123,963
2028
$11.2M ﹤0.01%
442,309
+7,462
2029
$11.2M ﹤0.01%
160,880
+21,017
2030
$11.2M ﹤0.01%
1,151,832
+106,080
2031
$11.2M ﹤0.01%
1,380,428
-252,725
2032
$11.2M ﹤0.01%
336,825
-44,678
2033
$11.2M ﹤0.01%
8,238
+2,161
2034
$11.2M ﹤0.01%
384,605
-2,178
2035
$11.2M ﹤0.01%
330,223
+40,885
2036
$11.2M ﹤0.01%
241,899
+57,796
2037
$11.2M ﹤0.01%
372,229
+95,423
2038
$11.2M ﹤0.01%
2,026,166
+12,658
2039
$11.1M ﹤0.01%
1,610,332
-941,921
2040
$11.1M ﹤0.01%
665,892
-105,087
2041
$11.1M ﹤0.01%
887,611
+2,343
2042
$11.1M ﹤0.01%
875,249
-12,548
2043
$11.1M ﹤0.01%
184,904
-6,250
2044
$11.1M ﹤0.01%
632,759
-37,959
2045
$11.1M ﹤0.01%
200,774
-602,801
2046
$11.1M ﹤0.01%
624,882
+134,760
2047
$11M ﹤0.01%
315,413
-172,935
2048
$11M ﹤0.01%
583,307
+84,715
2049
$11M ﹤0.01%
87,724
+10,832
2050
$11M ﹤0.01%
93,144
-22,747
80 81
82
83 84