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
$1.43T
AUM Growth
+$48.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,300
New
Increased
Reduced
Closed

Top Buys

1
+$2.68B
2
+$2.03B
3
+$1.99B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.74B
5
AAPL icon
Apple
AAPL
+$1.7B

Top Sells

1
+$1.61B
2
+$1.34B
3
+$1.26B
4
SHOP icon
Shopify
SHOP
+$1.25B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.02B

Sector Composition

1 Technology 22.71%
2 Financials 11.45%
3 Consumer Discretionary 9.67%
4 Healthcare 8.08%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$42.7M ﹤0.01%
1,994,408
-65,826
1977
$42.6M ﹤0.01%
456,673
-41,048
1978
$42.6M ﹤0.01%
729,548
+65,640
1979
$42.6M ﹤0.01%
7,350,559
+2,030,434
1980
$42.5M ﹤0.01%
1,519,537
-584,350
1981
$42.5M ﹤0.01%
3,130,709
-462,576
1982
$42.4M ﹤0.01%
1,161,674
-322,390
1983
$42.4M ﹤0.01%
1,214,526
+61,697
1984
$42.4M ﹤0.01%
1,349,742
+15,061
1985
$42.4M ﹤0.01%
5,696,434
-209,898
1986
$42.3M ﹤0.01%
2,088,520
-11,252
1987
$42.3M ﹤0.01%
1,354,453
-244
1988
$42.3M ﹤0.01%
4,217,609
+31,984
1989
$42.3M ﹤0.01%
252,522
+18,285
1990
$42.2M ﹤0.01%
1,158,216
+3,172
1991
$42.2M ﹤0.01%
582,041
-80,078
1992
$42.2M ﹤0.01%
860,277
-178,861
1993
$42.2M ﹤0.01%
4,577,968
-499,319
1994
$42.1M ﹤0.01%
889,085
-1,732
1995
$42.1M ﹤0.01%
373,132
+8,640
1996
$42M ﹤0.01%
2,434,864
+356,112
1997
$42M ﹤0.01%
2,876,312
+285,060
1998
$41.9M ﹤0.01%
396,695
+21,888
1999
$41.9M ﹤0.01%
775,993
+1,913
2000
$41.8M ﹤0.01%
899,169
-91,971
78 79
80
81 82