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
$198B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,318
New
Increased
Reduced
Closed

Top Buys

1
+$6.83B
2
+$2.75B
3
+$2.45B
4
MSFT icon
Microsoft
MSFT
+$1.89B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 9%
2 Technology 8.72%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$7M ﹤0.01%
+532,472
1977
$6.98M ﹤0.01%
+238,320
1978
$6.97M ﹤0.01%
+499,022
1979
$6.96M ﹤0.01%
+424,155
1980
$6.96M ﹤0.01%
+146,647
1981
$6.96M ﹤0.01%
+518,445
1982
$6.96M ﹤0.01%
+172,751
1983
$6.95M ﹤0.01%
+66,129
1984
$6.95M ﹤0.01%
+123,431
1985
$6.93M ﹤0.01%
+486,197
1986
$6.92M ﹤0.01%
+213,816
1987
$6.91M ﹤0.01%
+132,055
1988
$6.9M ﹤0.01%
+156,534
1989
$6.87M ﹤0.01%
+458,788
1990
$6.85M ﹤0.01%
+1,809,373
1991
$6.85M ﹤0.01%
+801,639
1992
$6.84M ﹤0.01%
+185,790
1993
$6.82M ﹤0.01%
+219,930
1994
$6.82M ﹤0.01%
+24,081
1995
$6.81M ﹤0.01%
+477,334
1996
$6.81M ﹤0.01%
+150,386
1997
$6.8M ﹤0.01%
+1,085,583
1998
$6.8M ﹤0.01%
+427,472
1999
$6.8M ﹤0.01%
+354,981
2000
$6.79M ﹤0.01%
+424,915
78 79
80
81 82