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
$272B
AUM Growth
-$1.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,039
New
Increased
Reduced
Closed

Top Buys

1
+$722M
2
+$544M
3
+$349M
4
HD icon
Home Depot
HD
+$344M
5
TSM icon
TSMC
TSM
+$323M

Top Sells

1
+$2.37B
2
+$768M
3
+$631M
4
AAPL icon
Apple
AAPL
+$586M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$545M

Sector Composition

1 Healthcare 9.14%
2 Technology 8.58%
3 Financials 8.57%
4 Consumer Discretionary 7.66%
5 Communication Services 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$10.2M ﹤0.01%
151,508
-11,927
2002
$10.2M ﹤0.01%
166,582
-81,472
2003
$10.2M ﹤0.01%
241,094
-155,736
2004
$10.2M ﹤0.01%
205,331
+75,337
2005
$10.2M ﹤0.01%
266,311
+73,339
2006
$10.2M ﹤0.01%
478,258
-73,814
2007
$10.2M ﹤0.01%
488,302
+63,671
2008
$10.1M ﹤0.01%
334,036
+30,256
2009
$10.1M ﹤0.01%
225,006
+108,085
2010
$10.1M ﹤0.01%
2,079,212
-112,153
2011
$10.1M ﹤0.01%
276,902
+4,264
2012
$10.1M ﹤0.01%
615,324
+99,372
2013
$10.1M ﹤0.01%
632,556
-64,185
2014
$10.1M ﹤0.01%
374,826
+194,537
2015
$10.1M ﹤0.01%
551,893
-17,953
2016
$10.1M ﹤0.01%
800,880
+270,495
2017
$10M ﹤0.01%
956,757
+172,023
2018
$10M ﹤0.01%
136,746
-29,442
2019
$10M ﹤0.01%
710,462
+561,596
2020
$10M ﹤0.01%
173,132
+101,557
2021
$10M ﹤0.01%
215,876
+94,015
2022
$10M ﹤0.01%
177,553
+14,308
2023
$9.96M ﹤0.01%
643,061
-61,125
2024
$9.96M ﹤0.01%
233,939
-67,320
2025
$9.96M ﹤0.01%
247,065
-171,789
79 80
81
82 83