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
$293B
AUM Growth
+$15.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,826
New
Increased
Reduced
Closed

Top Buys

1 +$609M
2 +$593M
3 +$449M
4
MPC icon
Marathon Petroleum
MPC
+$355M
5
WFC icon
Wells Fargo
WFC
+$334M

Sector Composition

1 Technology 9.48%
2 Healthcare 8.77%
3 Financials 8.77%
4 Communication Services 7%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$10.1M ﹤0.01%
1,084,865
+297,125
1977
$10M ﹤0.01%
552,091
+168,917
1978
$9.99M ﹤0.01%
499,940
-437,979
1979
$9.97M ﹤0.01%
829,562
+111,357
1980
$9.95M ﹤0.01%
397,422
-58,778
1981
$9.95M ﹤0.01%
155,685
+22,176
1982
$9.93M ﹤0.01%
746,143
+2,894
1983
$9.9M ﹤0.01%
667,750
-1,242,815
1984
$9.9M ﹤0.01%
884,990
+189,955
1985
$9.9M ﹤0.01%
590,139
-268,385
1986
$9.89M ﹤0.01%
305,343
-42,037
1987
$9.89M ﹤0.01%
182,369
-27,328
1988
$9.89M ﹤0.01%
339,325
+313,913
1989
$9.88M ﹤0.01%
461,128
+347,403
1990
$9.88M ﹤0.01%
+651,775
1991
$9.86M ﹤0.01%
120,475
-248,388
1992
$9.84M ﹤0.01%
1,637,381
-121,388
1993
$9.84M ﹤0.01%
854,779
-47,830
1994
$9.84M ﹤0.01%
696,570
-65,793
1995
$9.83M ﹤0.01%
317,009
+70,838
1996
$9.8M ﹤0.01%
221,865
+3,706
1997
$9.8M ﹤0.01%
580,085
-42,632
1998
$9.79M ﹤0.01%
+202,361
1999
$9.78M ﹤0.01%
975,885
+167,226
2000
$9.75M ﹤0.01%
1,405,568
+21,072