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
$289B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,087
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$2.34B
3
+$2B
4
WFC icon
Wells Fargo
WFC
+$1.04B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.03B

Top Sells

1
+$567M
2
+$284M
3
+$271M
4
HD icon
Home Depot
HD
+$255M
5
PGR icon
Progressive
PGR
+$251M

Sector Composition

1 Healthcare 10.62%
2 Financials 8.83%
3 Technology 8.4%
4 Consumer Discretionary 7.16%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$11M ﹤0.01%
807,217
+48,157
1977
$11M ﹤0.01%
509,145
+239,900
1978
$11M ﹤0.01%
2,210,220
-79,517
1979
$10.9M ﹤0.01%
159,441
+58,071
1980
$10.9M ﹤0.01%
194,783
+25,032
1981
$10.9M ﹤0.01%
633,153
+84,278
1982
$10.9M ﹤0.01%
154,522
+17,776
1983
$10.9M ﹤0.01%
530,205
-414,097
1984
$10.9M ﹤0.01%
1,268,767
+187,785
1985
$10.9M ﹤0.01%
313,129
+39,163
1986
$10.9M ﹤0.01%
288,089
-19,042
1987
$10.9M ﹤0.01%
293,044
+44,158
1988
$10.9M ﹤0.01%
354,186
+147,181
1989
$10.8M ﹤0.01%
705,390
+67,046
1990
$10.8M ﹤0.01%
256,228
+15,637
1991
$10.8M ﹤0.01%
160,500
+672
1992
$10.8M ﹤0.01%
358,301
+178,096
1993
$10.8M ﹤0.01%
293,000
1994
$10.8M ﹤0.01%
726,968
+37,705
1995
$10.8M ﹤0.01%
1,449,196
+298,443
1996
$10.8M ﹤0.01%
494,578
+177,106
1997
$10.7M ﹤0.01%
34,998
-4,422
1998
$10.7M ﹤0.01%
780,727
-93,575
1999
$10.7M ﹤0.01%
120,055
-184,003
2000
$10.7M ﹤0.01%
436,042
+264,288
78 79
80
81 82