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
$239B
AUM Growth
+$3.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,838
New
Increased
Reduced
Closed

Top Buys

1 +$827M
2 +$646M
3 +$471M
4
SWY
SAFEWAY INC
SWY
+$389M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$350M

Top Sells

1 +$1.09B
2 +$726M
3 +$572M
4
KDP icon
Keurig Dr Pepper
KDP
+$474M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$438M

Sector Composition

1 Financials 8.85%
2 Technology 8.54%
3 Healthcare 8.09%
4 Energy 6.96%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$9.18M ﹤0.01%
260,923
-556
2002
$9.18M ﹤0.01%
2,076,700
+52,393
2003
$9.17M ﹤0.01%
460,420
+1,475
2004
$9.17M ﹤0.01%
304,596
-44,662
2005
$9.17M ﹤0.01%
492,526
+314,514
2006
$9.16M ﹤0.01%
673,808
+199,779
2007
$9.15M ﹤0.01%
536,980
-301,358
2008
$9.14M ﹤0.01%
199,283
+36,298
2009
$9.13M ﹤0.01%
8,000
2010
$9.13M ﹤0.01%
213,772
-61,815
2011
$9.1M ﹤0.01%
431,383
-1,870
2012
$9.1M ﹤0.01%
354,300
+309,872
2013
$9.07M ﹤0.01%
433,632
+64,095
2014
$9.05M ﹤0.01%
321,583
+53,745
2015
$9.02M ﹤0.01%
125,284
-165,824
2016
$8.99M ﹤0.01%
331,073
+52,736
2017
$8.98M ﹤0.01%
412,127
-109,059
2018
$8.97M ﹤0.01%
837,327
-14,094
2019
$8.97M ﹤0.01%
323,956
-14,950
2020
$8.96M ﹤0.01%
425,259
-41,448
2021
$8.95M ﹤0.01%
358,548
-83,487
2022
$8.94M ﹤0.01%
160,054
+82,639
2023
$8.94M ﹤0.01%
178,726
+44,118
2024
$8.94M ﹤0.01%
212,402
-105,924
2025
$8.92M ﹤0.01%
356,998
-57,601