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
$289B
AUM Growth
+$17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,087
New
Increased
Reduced
Closed

Top Buys

1
+$2.75B
2
+$2.34B
3
+$2B
4
WFC icon
Wells Fargo
WFC
+$1.04B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.03B

Top Sells

1
+$567M
2
+$284M
3
+$271M
4
HD icon
Home Depot
HD
+$255M
5
PGR icon
Progressive
PGR
+$251M

Sector Composition

1 Healthcare 10.62%
2 Financials 8.83%
3 Technology 8.4%
4 Consumer Discretionary 7.16%
5 Communication Services 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$10.7M ﹤0.01%
568,045
+241,837
2002
$10.7M ﹤0.01%
255,856
-10,455
2003
$10.7M ﹤0.01%
225,869
+61,599
2004
$10.7M ﹤0.01%
207,946
-17,772
2005
$10.7M ﹤0.01%
358,956
-3,736
2006
$10.7M ﹤0.01%
190,915
-186,811
2007
$10.6M ﹤0.01%
67,687
-32,745
2008
$10.6M ﹤0.01%
164,356
-75,064
2009
$10.6M ﹤0.01%
582,638
-15,782
2010
$10.6M ﹤0.01%
297,373
-193,140
2011
$10.6M ﹤0.01%
268,771
+87,025
2012
$10.5M ﹤0.01%
154,791
+9,173
2013
$10.5M ﹤0.01%
130,328
+51,728
2014
$10.5M ﹤0.01%
442,908
-49,680
2015
$10.5M ﹤0.01%
119,415
+33,403
2016
$10.5M ﹤0.01%
387,770
+230,899
2017
$10.5M ﹤0.01%
1,750,127
+184,869
2018
$10.5M ﹤0.01%
476,272
-425,941
2019
$10.5M ﹤0.01%
505,924
+247,185
2020
$10.5M ﹤0.01%
254,034
+215,634
2021
$10.5M ﹤0.01%
354,450
+285,240
2022
$10.4M ﹤0.01%
529,850
-22,043
2023
$10.4M ﹤0.01%
200,489
-216,634
2024
$10.4M ﹤0.01%
515,394
-85,610
2025
$10.4M ﹤0.01%
238,028
-16,504
79 80
81
82 83