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
$430B
AUM Growth
+$52.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,036
New
Increased
Reduced
Closed

Top Buys

1
+$916M
2
+$825M
3
+$718M
4
SHOP icon
Shopify
SHOP
+$683M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$665M

Top Sells

1
+$1.3B
2
+$985M
3
+$893M
4
GLD icon
SPDR Gold Trust
GLD
+$570M
5
BPL
Buckeye Partners, L.P.
BPL
+$505M

Sector Composition

1 Technology 15.05%
2 Healthcare 10.24%
3 Financials 9.62%
4 Communication Services 7.71%
5 Consumer Discretionary 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$14.4M ﹤0.01%
419,271
+171,532
1977
$14.4M ﹤0.01%
286,461
+101,131
1978
$14.4M ﹤0.01%
412,893
+365,441
1979
$14.4M ﹤0.01%
104,793
+10,711
1980
$14.4M ﹤0.01%
1,788,311
+3,018
1981
$14.4M ﹤0.01%
186,794
+85,139
1982
$14.3M ﹤0.01%
1,043,477
+228,257
1983
$14.3M ﹤0.01%
210,443
-66,644
1984
$14.3M ﹤0.01%
1,196,138
+154,822
1985
$14.3M ﹤0.01%
507,620
+177,582
1986
$14.3M ﹤0.01%
154,696
-3,643
1987
$14.3M ﹤0.01%
317,832
+183,436
1988
$14.3M ﹤0.01%
205,077
+53,621
1989
$14.3M ﹤0.01%
365,740
-221,689
1990
$14.3M ﹤0.01%
361,640
+4,853
1991
$14.3M ﹤0.01%
233,756
+74,278
1992
$14.2M ﹤0.01%
202,507
+81,374
1993
$14.2M ﹤0.01%
480,477
+96,842
1994
$14.2M ﹤0.01%
1,210,409
+624,178
1995
$14.2M ﹤0.01%
297,556
-345,216
1996
$14.2M ﹤0.01%
187,980
+146,628
1997
$14.2M ﹤0.01%
164,411
-111,732
1998
$14.2M ﹤0.01%
2,212,152
+256,132
1999
$14.1M ﹤0.01%
336,885
-104,182
2000
$14.1M ﹤0.01%
1,240,661
+1,147,197
78 79
80
81 82