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
$325B
AUM Growth
+$19.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,835
New
Increased
Reduced
Closed

Top Buys

1
+$723M
2
+$696M
3
+$504M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$419M
5
BMY icon
Bristol-Myers Squibb
BMY
+$364M

Top Sells

1
+$538M
2
+$403M
3
+$349M
4
RAI
Reynolds American Inc
RAI
+$343M
5
MSFT icon
Microsoft
MSFT
+$341M

Sector Composition

1 Financials 9.69%
2 Technology 9.45%
3 Healthcare 8.03%
4 Consumer Discretionary 7.35%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$11.9M ﹤0.01%
1,633,153
-824,473
2002
$11.9M ﹤0.01%
375,217
+198,078
2003
$11.9M ﹤0.01%
346,755
-12,615
2004
$11.8M ﹤0.01%
978,893
+127,714
2005
$11.8M ﹤0.01%
6,128,440
+6,065,844
2006
$11.8M ﹤0.01%
4,309,485
+3,474,274
2007
$11.8M ﹤0.01%
190,563
-99,788
2008
$11.8M ﹤0.01%
1,813,135
-639,462
2009
$11.8M ﹤0.01%
273,916
-222,048
2010
$11.8M ﹤0.01%
159,893
-57,429
2011
$11.8M ﹤0.01%
618,759
+292,651
2012
$11.7M ﹤0.01%
147,238
+69,669
2013
$11.7M ﹤0.01%
442,360
+337,203
2014
$11.7M ﹤0.01%
434,847
+21,372
2015
$11.7M ﹤0.01%
499,647
+353,525
2016
$11.7M ﹤0.01%
429,744
+55,680
2017
$11.7M ﹤0.01%
860,013
+369,666
2018
$11.7M ﹤0.01%
134,604
-12,866
2019
$11.7M ﹤0.01%
322,389
-53,900
2020
$11.7M ﹤0.01%
202,869
+3,003
2021
$11.7M ﹤0.01%
818,433
-1,129,455
2022
$11.7M ﹤0.01%
147,717
-206,547
2023
$11.7M ﹤0.01%
154,833
-108,327
2024
$11.6M ﹤0.01%
209,351
+4,568
2025
$11.6M ﹤0.01%
461,950
+101,322
79 80
81
82 83