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
$360B
AUM Growth
-$5.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,958
New
Increased
Reduced
Closed

Top Buys

1
+$1.25B
2
+$1.21B
3
+$708M
4
ATVI
Activision Blizzard
ATVI
+$633M
5
ABT icon
Abbott
ABT
+$456M

Top Sells

1
+$1.29B
2
+$910M
3
+$868M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$575M
5
MPLX icon
MPLX
MPLX
+$568M

Sector Composition

1 Technology 11.41%
2 Financials 10.07%
3 Consumer Discretionary 8.39%
4 Healthcare 7.69%
5 Communication Services 6.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$14.1M ﹤0.01%
331,956
-64,232
2002
$14M ﹤0.01%
154,496
+852
2003
$14M ﹤0.01%
2,828,140
+832,460
2004
$14M ﹤0.01%
350,729
+42,937
2005
$14M ﹤0.01%
232,582
+48,848
2006
$14M ﹤0.01%
1,064,571
-4,275
2007
$14M ﹤0.01%
894,695
+141,541
2008
$13.9M ﹤0.01%
745,372
-126,194
2009
$13.9M ﹤0.01%
74,435
-12,529
2010
$13.9M ﹤0.01%
135,001
-54,179
2011
$13.9M ﹤0.01%
105,106
+17,075
2012
$13.9M ﹤0.01%
479,094
+364,797
2013
$13.9M ﹤0.01%
1,056,735
+6,019
2014
$13.8M ﹤0.01%
1,280,042
+1,110,060
2015
$13.8M ﹤0.01%
434,917
+118,579
2016
$13.8M ﹤0.01%
225,873
-64,303
2017
$13.8M ﹤0.01%
635,347
-30,686
2018
$13.8M ﹤0.01%
1,028,430
-393,485
2019
$13.8M ﹤0.01%
885,658
+44,866
2020
$13.8M ﹤0.01%
312,995
+81,348
2021
$13.8M ﹤0.01%
2,638,628
-94,780
2022
$13.8M ﹤0.01%
878,798
+719,097
2023
$13.8M ﹤0.01%
309,117
+2,992
2024
$13.8M ﹤0.01%
1,359,916
+1,122,934
2025
$13.8M ﹤0.01%
150,683
-90,266
79 80
81
82 83