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
$378B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,012
New
Increased
Reduced
Closed

Top Buys

1
+$1.82B
2
+$827M
3
+$721M
4
GLD icon
SPDR Gold Trust
GLD
+$686M
5
KO icon
Coca-Cola
KO
+$459M

Top Sells

1
+$1.57B
2
+$708M
3
+$692M
4
WP
Worldpay, Inc.
WP
+$563M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$556M

Sector Composition

1 Technology 13.6%
2 Healthcare 9.44%
3 Financials 9.01%
4 Communication Services 7.68%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$11.3M ﹤0.01%
140,296
+77,920
1977
$11.3M ﹤0.01%
794,523
+146,171
1978
$11.3M ﹤0.01%
197,692
+3,606
1979
$11.3M ﹤0.01%
242,921
-107,669
1980
$11.3M ﹤0.01%
541,331
-322,786
1981
$11.3M ﹤0.01%
364,306
-32,902
1982
$11.3M ﹤0.01%
798,251
+6,758
1983
$11.2M ﹤0.01%
168,621
+22,604
1984
$11.2M ﹤0.01%
439,567
-38,096
1985
$11.2M ﹤0.01%
123,109
+58,649
1986
$11.2M ﹤0.01%
187,686
-39,451
1987
$11.2M ﹤0.01%
1,716,847
+266,637
1988
$11.1M ﹤0.01%
111,787
+46,541
1989
$11.1M ﹤0.01%
55,165
-13,349
1990
$11.1M ﹤0.01%
207,384
-17,281
1991
$11.1M ﹤0.01%
815,220
-14,736
1992
$11.1M ﹤0.01%
248,178
-31,407
1993
$11.1M ﹤0.01%
841,317
+7,287
1994
$11.1M ﹤0.01%
94,082
-71,006
1995
$11.1M ﹤0.01%
553,915
+4,696
1996
$11.1M ﹤0.01%
416,268
+17,831
1997
$11.1M ﹤0.01%
1,823,938
+90,045
1998
$11.1M ﹤0.01%
135,888
+320
1999
$11M ﹤0.01%
738,720
+38,135
2000
$11M ﹤0.01%
633,653
+127,373
78 79
80
81 82