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
$239B
AUM Growth
+$3.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,838
New
Increased
Reduced
Closed

Top Buys

1 +$827M
2 +$646M
3 +$471M
4
SWY
SAFEWAY INC
SWY
+$389M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$350M

Top Sells

1 +$1.09B
2 +$726M
3 +$572M
4
KDP icon
Keurig Dr Pepper
KDP
+$474M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$438M

Sector Composition

1 Financials 8.85%
2 Technology 8.54%
3 Healthcare 8.09%
4 Energy 6.96%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$9.45M ﹤0.01%
761,046
+143,675
1977
$9.45M ﹤0.01%
126,734
-13,980
1978
$9.43M ﹤0.01%
527,210
+169,756
1979
$9.41M ﹤0.01%
358,602
-50,994
1980
$9.4M ﹤0.01%
662,157
-25,949
1981
$9.39M ﹤0.01%
736,928
-9,591
1982
$9.38M ﹤0.01%
194,538
+131,874
1983
$9.36M ﹤0.01%
192,718
+33,855
1984
$9.32M ﹤0.01%
124,856
-35,607
1985
$9.31M ﹤0.01%
536,004
-101,691
1986
$9.31M ﹤0.01%
13,799
+13,167
1987
$9.3M ﹤0.01%
621,201
-602,100
1988
$9.3M ﹤0.01%
718,459
-26,663
1989
$9.28M ﹤0.01%
676,178
-250,942
1990
$9.26M ﹤0.01%
304,571
-115,789
1991
$9.26M ﹤0.01%
315,080
-60,757
1992
$9.25M ﹤0.01%
532,799
+47,100
1993
$9.24M ﹤0.01%
14,088
-3,721
1994
$9.24M ﹤0.01%
541,681
+540,576
1995
$9.23M ﹤0.01%
734,445
+71,884
1996
$9.23M ﹤0.01%
188,032
+72,533
1997
$9.22M ﹤0.01%
131,728
-8,389
1998
$9.21M ﹤0.01%
168,889
+4,772
1999
$9.21M ﹤0.01%
182,866
+703
2000
$9.19M ﹤0.01%
817,877
+69,093