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
$368B
AUM Growth
-$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$3.34B
2
+$2.05B
3
+$1.88B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.71B
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.3B

Top Sells

1
+$712M
2
+$651M
3
+$568M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$454M
5
AAPL icon
Apple
AAPL
+$406M

Sector Composition

1 Technology 16.07%
2 Healthcare 10.42%
3 Financials 7.81%
4 Consumer Discretionary 7.33%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$7.87M ﹤0.01%
125,470
-39,799
1977
$7.86M ﹤0.01%
338,962
-634,647
1978
$7.85M ﹤0.01%
413,901
+267,036
1979
$7.84M ﹤0.01%
341,077
-33,863
1980
$7.82M ﹤0.01%
2,370,579
-725,695
1981
$7.82M ﹤0.01%
290,011
+10,807
1982
$7.82M ﹤0.01%
228,500
-16,538
1983
$7.81M ﹤0.01%
413,651
+44,289
1984
$7.79M ﹤0.01%
539,440
-345,255
1985
$7.79M ﹤0.01%
311,703
-242,354
1986
$7.78M ﹤0.01%
598,304
+574,323
1987
$7.78M ﹤0.01%
285,905
-141,942
1988
$7.76M ﹤0.01%
320,491
+151,975
1989
$7.74M ﹤0.01%
844,363
+10,834
1990
$7.74M ﹤0.01%
160,345
-60,477
1991
$7.74M ﹤0.01%
2,255,663
+150,700
1992
$7.73M ﹤0.01%
174,477
-151,774
1993
$7.71M ﹤0.01%
61,563
-57,603
1994
$7.71M ﹤0.01%
202,782
+137,686
1995
$7.71M ﹤0.01%
3,635,822
+1,423,670
1996
$7.7M ﹤0.01%
128,758
-165,850
1997
$7.7M ﹤0.01%
621,107
-143,828
1998
$7.69M ﹤0.01%
855,446
-107,157
1999
$7.68M ﹤0.01%
282,437
-239,674
2000
$7.68M ﹤0.01%
143,802
+141,517
78 79
80
81 82