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
$1.01T
AUM Growth
+$82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,901
New
Increased
Reduced
Closed

Top Buys

1
+$2.62B
2
+$1.72B
3
+$1.54B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47B
5
MSFT icon
Microsoft
MSFT
+$1.08B

Top Sells

1
+$925M
2
+$749M
3
+$664M
4
UBER icon
Uber
UBER
+$625M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$506M

Sector Composition

1 Technology 21.03%
2 Healthcare 10.48%
3 Financials 9.82%
4 Consumer Discretionary 8.77%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$32.6M ﹤0.01%
902,623
-57,789
1977
$32.6M ﹤0.01%
566,815
+46,772
1978
$32.6M ﹤0.01%
353,445
-8,885
1979
$32.6M ﹤0.01%
1,262,630
+32,728
1980
$32.5M ﹤0.01%
2,010,096
+494,379
1981
$32.5M ﹤0.01%
2,150,734
+198,519
1982
$32.5M ﹤0.01%
3,263,361
-2,486,662
1983
$32.4M ﹤0.01%
945,361
-133,314
1984
$32.4M ﹤0.01%
939,998
-28,676
1985
$32.3M ﹤0.01%
181,343
+25,437
1986
$32.3M ﹤0.01%
1,085,675
+47,120
1987
$32.3M ﹤0.01%
2,343,025
+193,134
1988
$32.3M ﹤0.01%
1,925,815
+37,871
1989
$32.3M ﹤0.01%
274,827
+148,002
1990
$32.2M ﹤0.01%
369,729
+23,317
1991
$32.2M ﹤0.01%
250,602
-6,969
1992
$32.2M ﹤0.01%
558,002
-865,959
1993
$32.2M ﹤0.01%
854,093
+147,780
1994
$32.2M ﹤0.01%
333,305
-38,164
1995
$32.1M ﹤0.01%
799,699
-50,436
1996
$32.1M ﹤0.01%
1,380,099
-164,114
1997
$32.1M ﹤0.01%
530,865
-151,218
1998
$32M ﹤0.01%
1,253,832
-550,199
1999
$32M ﹤0.01%
1,797,392
+95,446
2000
$32M ﹤0.01%
1,186,282
+75,067
78 79
80
81 82