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
$198B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,318
New
Increased
Reduced
Closed

Top Buys

1
+$6.83B
2
+$2.75B
3
+$2.45B
4
MSFT icon
Microsoft
MSFT
+$1.89B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.75B

Top Sells

No sells this quarter

Sector Composition

1 Financials 9%
2 Technology 8.72%
3 Consumer Staples 7.17%
4 Energy 6.82%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$6.79M ﹤0.01%
+169,722
2002
$6.79M ﹤0.01%
+829,315
2003
$6.79M ﹤0.01%
+373,496
2004
$6.78M ﹤0.01%
+382,566
2005
$6.78M ﹤0.01%
+653,853
2006
$6.78M ﹤0.01%
+90,381
2007
$6.76M ﹤0.01%
+220,257
2008
$6.75M ﹤0.01%
+1,705,800
2009
$6.75M ﹤0.01%
+314,409
2010
$6.75M ﹤0.01%
+132,728
2011
$6.75M ﹤0.01%
+563,128
2012
$6.74M ﹤0.01%
+220,609
2013
$6.74M ﹤0.01%
+41,910
2014
$6.73M ﹤0.01%
+555,461
2015
$6.73M ﹤0.01%
+286,027
2016
$6.71M ﹤0.01%
+103,346
2017
$6.71M ﹤0.01%
+275,805
2018
$6.71M ﹤0.01%
+596,380
2019
$6.71M ﹤0.01%
+92,142
2020
$6.7M ﹤0.01%
+338,547
2021
$6.7M ﹤0.01%
+331,149
2022
$6.7M ﹤0.01%
+108,503
2023
$6.7M ﹤0.01%
+267,276
2024
$6.7M ﹤0.01%
+308,629
2025
$6.7M ﹤0.01%
+60,715
79 80
81
82 83