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
$376B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,006
New
Increased
Reduced
Closed

Top Buys

1
+$2.32B
2
+$1.24B
3
+$1.04B
4
UBER icon
Uber
UBER
+$960M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$931M

Top Sells

1
+$655M
2
+$652M
3
+$462M
4
NFLX icon
Netflix
NFLX
+$424M
5
IAC icon
IAC Inc
IAC
+$419M

Sector Composition

1 Technology 14.25%
2 Healthcare 9.45%
3 Financials 9.23%
4 Consumer Discretionary 7.66%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$11.7M ﹤0.01%
+72,954
1977
$11.7M ﹤0.01%
287,058
+118,073
1978
$11.7M ﹤0.01%
385,876
-98,008
1979
$11.7M ﹤0.01%
228,136
+14,501
1980
$11.7M ﹤0.01%
101,617
-198,790
1981
$11.7M ﹤0.01%
691,375
+391,389
1982
$11.7M ﹤0.01%
470,698
+220,611
1983
$11.7M ﹤0.01%
526,954
+19,609
1984
$11.7M ﹤0.01%
627,990
+31,412
1985
$11.6M ﹤0.01%
1,026,906
+230,602
1986
$11.6M ﹤0.01%
384,815
+120,573
1987
$11.6M ﹤0.01%
444,356
+18,215
1988
$11.6M ﹤0.01%
499,026
+33,818
1989
$11.6M ﹤0.01%
829,956
-38,400
1990
$11.6M ﹤0.01%
381,696
+279,805
1991
$11.6M ﹤0.01%
353,734
+247,993
1992
$11.6M ﹤0.01%
8,248
+6,909
1993
$11.5M ﹤0.01%
96,003
-13,517
1994
$11.5M ﹤0.01%
27,429
+21,629
1995
$11.5M ﹤0.01%
235,265
-75,711
1996
$11.5M ﹤0.01%
314,157
-14,945
1997
$11.5M ﹤0.01%
547,740
+17,211
1998
$11.5M ﹤0.01%
522,959
-134,918
1999
$11.4M ﹤0.01%
502,598
-117,784
2000
$11.4M ﹤0.01%
1,113,570
+36,199
78 79
80
81 82