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
$360B
AUM Growth
-$5.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,958
New
Increased
Reduced
Closed

Top Buys

1
+$1.25B
2
+$1.21B
3
+$708M
4
ATVI
Activision Blizzard
ATVI
+$633M
5
ABT icon
Abbott
ABT
+$456M

Top Sells

1
+$1.29B
2
+$910M
3
+$868M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$575M
5
MPLX icon
MPLX
MPLX
+$568M

Sector Composition

1 Technology 11.41%
2 Financials 10.07%
3 Consumer Discretionary 8.39%
4 Healthcare 7.69%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$14.5M ﹤0.01%
267,821
+23,063
1977
$14.5M ﹤0.01%
206,814
+92,218
1978
$14.5M ﹤0.01%
259,864
+34,466
1979
$14.5M ﹤0.01%
123,426
+188
1980
$14.5M ﹤0.01%
1,130,054
+1,182
1981
$14.5M ﹤0.01%
1,093,216
+76,807
1982
$14.5M ﹤0.01%
315,076
-50,936
1983
$14.4M ﹤0.01%
676,659
+123,898
1984
$14.4M ﹤0.01%
2,408,304
-3,487,680
1985
$14.4M ﹤0.01%
622,023
+71,874
1986
$14.4M ﹤0.01%
1,515,702
-27,991
1987
$14.4M ﹤0.01%
296,939
-148,615
1988
$14.4M ﹤0.01%
258,271
+37,566
1989
$14.4M ﹤0.01%
+10,691
1990
$14.3M ﹤0.01%
454,885
-133,813
1991
$14.3M ﹤0.01%
603,390
+467,627
1992
$14.3M ﹤0.01%
587,450
-87,797
1993
$14.3M ﹤0.01%
705,103
+16,748
1994
$14.3M ﹤0.01%
167,631
+19,284
1995
$14.2M ﹤0.01%
1,587,016
+33,408
1996
$14.2M ﹤0.01%
683,501
+8,414
1997
$14.2M ﹤0.01%
204,516
-31,505
1998
$14.2M ﹤0.01%
162,160
-155,623
1999
$14.1M ﹤0.01%
407,844
+143,119
2000
$14.1M ﹤0.01%
1,071,656
+89,367
78 79
80
81 82