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
$880B
AUM Growth
+$147B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,245
New
Increased
Reduced
Closed

Top Buys

1
+$3.51B
2
+$3.37B
3
+$1.74B
4
AMZN icon
Amazon
AMZN
+$1.74B
5
LLY icon
Eli Lilly
LLY
+$1.35B

Top Sells

1
+$2.79B
2
+$1.75B
3
+$702M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$612M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$576M

Sector Composition

1 Technology 17.33%
2 Healthcare 12.11%
3 Financials 10.61%
4 Consumer Discretionary 8.09%
5 Industrials 6.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$29M ﹤0.01%
832,568
-27,817
1977
$28.9M ﹤0.01%
745,797
-79,274
1978
$28.9M ﹤0.01%
914,305
+29,575
1979
$28.8M ﹤0.01%
123,676
+4,151
1980
$28.8M ﹤0.01%
534,556
+182,266
1981
$28.8M ﹤0.01%
4,601,837
-99,258
1982
$28.7M ﹤0.01%
840,866
+64,488
1983
$28.7M ﹤0.01%
690,018
+183,680
1984
$28.7M ﹤0.01%
481,154
+112,919
1985
$28.6M ﹤0.01%
826,915
+52,109
1986
$28.6M ﹤0.01%
2,521,315
+407,310
1987
$28.6M ﹤0.01%
301,487
+9,054
1988
$28.5M ﹤0.01%
822,041
-36,633
1989
$28.5M ﹤0.01%
1,479,560
-303,029
1990
$28.5M ﹤0.01%
4,233,358
+626,325
1991
$28.5M ﹤0.01%
1,319,805
+298,998
1992
$28.5M ﹤0.01%
415,503
+32,852
1993
$28.4M ﹤0.01%
1,172,144
-80,977
1994
$28.3M ﹤0.01%
1,243,334
+350,678
1995
$28.3M ﹤0.01%
6,145,664
-866,472
1996
$28.3M ﹤0.01%
580,647
-186,984
1997
$28.3M ﹤0.01%
608,908
+22,287
1998
$28.3M ﹤0.01%
779,888
+415,409
1999
$28.3M ﹤0.01%
1,245,826
-100,441
2000
$28.3M ﹤0.01%
356,058
+2,763
78 79
80
81 82