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
$325B
AUM Growth
+$19.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,835
New
Increased
Reduced
Closed

Top Buys

1
+$723M
2
+$696M
3
+$504M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$419M
5
BMY icon
Bristol-Myers Squibb
BMY
+$364M

Top Sells

1
+$538M
2
+$403M
3
+$349M
4
RAI
Reynolds American Inc
RAI
+$343M
5
MSFT icon
Microsoft
MSFT
+$341M

Sector Composition

1 Financials 9.69%
2 Technology 9.45%
3 Healthcare 8.03%
4 Consumer Discretionary 7.35%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$12.2M ﹤0.01%
925,992
+175,542
1977
$12.2M ﹤0.01%
2,777,679
-171,728
1978
$12.2M ﹤0.01%
652,261
+47,731
1979
$12.2M ﹤0.01%
509,755
+36,546
1980
$12.2M ﹤0.01%
143,613
+22,870
1981
$12.1M ﹤0.01%
207,843
+13,633
1982
$12.1M ﹤0.01%
322,089
-47,784
1983
$12.1M ﹤0.01%
612,501
+107,959
1984
$12.1M ﹤0.01%
159,926
-57,954
1985
$12.1M ﹤0.01%
273,084
-110,974
1986
$12.1M ﹤0.01%
201,214
+126,725
1987
$12.1M ﹤0.01%
205,674
-135,389
1988
$12.1M ﹤0.01%
1,120,148
-702,744
1989
$12M ﹤0.01%
420,735
-168,446
1990
$12M ﹤0.01%
1,058,162
+862,280
1991
$12M ﹤0.01%
278,912
+133,300
1992
$12M ﹤0.01%
178,236
+72,886
1993
$12M ﹤0.01%
114,166
+3,427
1994
$12M ﹤0.01%
1,201,399
+248,880
1995
$12M ﹤0.01%
338,145
-25,278
1996
$12M ﹤0.01%
662,941
-68,705
1997
$12M ﹤0.01%
329,419
+74,201
1998
$12M ﹤0.01%
840,277
-47,993
1999
$12M ﹤0.01%
188,657
-350,803
2000
$11.9M ﹤0.01%
580,343
+59,891
78 79
80
81 82