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
$334B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,926
New
Increased
Reduced
Closed

Top Buys

1
+$1.69B
2
+$656M
3
+$614M
4
DIS icon
Walt Disney
DIS
+$506M
5
UNP icon
Union Pacific
UNP
+$481M

Top Sells

1
+$1.46B
2
+$645M
3
+$608M
4
MA icon
Mastercard
MA
+$597M
5
V icon
Visa
V
+$521M

Sector Composition

1 Technology 10.49%
2 Financials 9.93%
3 Healthcare 8.25%
4 Consumer Discretionary 7.16%
5 Industrials 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$13.4M ﹤0.01%
141,961
-171,255
1977
$13.4M ﹤0.01%
344,635
-7,102
1978
$13.4M ﹤0.01%
+1,260,940
1979
$13.4M ﹤0.01%
814,189
+74,198
1980
$13.3M ﹤0.01%
421,762
+53,041
1981
$13.3M ﹤0.01%
552,849
+37,994
1982
$13.3M ﹤0.01%
524,744
-107,459
1983
$13.3M ﹤0.01%
629,379
+66,980
1984
$13.3M ﹤0.01%
427,488
-80
1985
$13.3M ﹤0.01%
427,947
+284,191
1986
$13.3M ﹤0.01%
443,463
+202,072
1987
$13.3M ﹤0.01%
1,149,206
-137,416
1988
$13.2M ﹤0.01%
83,211
-81,433
1989
$13.2M ﹤0.01%
346,931
-175,283
1990
$13.2M ﹤0.01%
475,649
+467,547
1991
$13.2M ﹤0.01%
302,994
+34,990
1992
$13.2M ﹤0.01%
165,585
+11,172
1993
$13.2M ﹤0.01%
171,045
+51,749
1994
$13.2M ﹤0.01%
188,977
+39,357
1995
$13.1M ﹤0.01%
263,723
-101,884
1996
$13.1M ﹤0.01%
64,811
-1,390
1997
$13.1M ﹤0.01%
307,404
+35,766
1998
$13.1M ﹤0.01%
203,493
+4,292
1999
$13.1M ﹤0.01%
1,237,901
+20,457
2000
$13M ﹤0.01%
297,222
-16,086
78 79
80
81 82