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
$212B
AUM Growth
+$13.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,613
New
Increased
Reduced
Closed

Top Buys

1
+$2.35B
2
+$1.03B
3
+$410M
4
BX icon
Blackstone
BX
+$350M
5
WFC icon
Wells Fargo
WFC
+$334M

Top Sells

1
+$723M
2
+$637M
3
+$346M
4
CRM icon
Salesforce
CRM
+$330M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$310M

Sector Composition

1 Financials 8.92%
2 Technology 8.65%
3 Energy 6.63%
4 Healthcare 6.63%
5 Consumer Staples 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$7.77M ﹤0.01%
458,473
+15,545
1977
$7.76M ﹤0.01%
140,985
+36,472
1978
$7.74M ﹤0.01%
77,433
+29,787
1979
$7.74M ﹤0.01%
386,647
+5,668
1980
$7.74M ﹤0.01%
357,572
+4,251
1981
$7.73M ﹤0.01%
333,501
-93,242
1982
$7.73M ﹤0.01%
461,836
+79,270
1983
$7.71M ﹤0.01%
113,510
+68,905
1984
$7.71M ﹤0.01%
148,586
+27,632
1985
$7.7M ﹤0.01%
209,815
+74,712
1986
$7.7M ﹤0.01%
592,911
+125,269
1987
$7.7M ﹤0.01%
79,755
-36,507
1988
$7.69M ﹤0.01%
88,731
+3,178
1989
$7.69M ﹤0.01%
212,289
-96,202
1990
$7.68M ﹤0.01%
775,638
+312,001
1991
$7.68M ﹤0.01%
129,688
+6,257
1992
$7.67M ﹤0.01%
552,930
+269,190
1993
$7.67M ﹤0.01%
10,035
-8,825
1994
$7.64M ﹤0.01%
487,737
+179,090
1995
$7.63M ﹤0.01%
119,182
+68,355
1996
$7.63M ﹤0.01%
462,288
-162,762
1997
$7.62M ﹤0.01%
95,356
+18,876
1998
$7.61M ﹤0.01%
353,568
+44,939
1999
$7.61M ﹤0.01%
305,957
-2,299
2000
$7.61M ﹤0.01%
1,505,850
+545,895
78 79
80
81 82