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
$293B
AUM Growth
+$15.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,826
New
Increased
Reduced
Closed

Top Buys

1 +$609M
2 +$593M
3 +$449M
4
MPC icon
Marathon Petroleum
MPC
+$355M
5
WFC icon
Wells Fargo
WFC
+$334M

Sector Composition

1 Technology 9.48%
2 Healthcare 8.77%
3 Financials 8.77%
4 Communication Services 7%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2001
$9.74M ﹤0.01%
748,708
-43,594
2002
$9.74M ﹤0.01%
199,897
+16,413
2003
$9.72M ﹤0.01%
264,576
-59,484
2004
$9.72M ﹤0.01%
978,806
+295,085
2005
$9.72M ﹤0.01%
157,098
-28,127
2006
$9.7M ﹤0.01%
245,480
+177,320
2007
$9.7M ﹤0.01%
1,492,583
-574,138
2008
$9.7M ﹤0.01%
157,616
-31,309
2009
$9.69M ﹤0.01%
757,897
+360,538
2010
$9.69M ﹤0.01%
658,104
-38,501
2011
$9.69M ﹤0.01%
166,318
-175,672
2012
$9.67M ﹤0.01%
575,583
-452,306
2013
$9.66M ﹤0.01%
258,663
+28,043
2014
$9.65M ﹤0.01%
711,666
-35,550
2015
$9.64M ﹤0.01%
583,971
-147,797
2016
$9.62M ﹤0.01%
880,061
+120,204
2017
$9.61M ﹤0.01%
229,000
+93,623
2018
$9.61M ﹤0.01%
293,173
+264,302
2019
$9.61M ﹤0.01%
621,445
-125,010
2020
$9.6M ﹤0.01%
168,949
+60,190
2021
$9.6M ﹤0.01%
302,824
-201,744
2022
$9.59M ﹤0.01%
644,600
+7,123
2023
$9.56M ﹤0.01%
236,692
-216,220
2024
$9.55M ﹤0.01%
607,456
+170,798
2025
$9.52M ﹤0.01%
606,527
+50,760