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
$376B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,006
New
Increased
Reduced
Closed

Top Buys

1
+$2.32B
2
+$1.24B
3
+$1.04B
4
UBER icon
Uber
UBER
+$960M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$931M

Top Sells

1
+$655M
2
+$652M
3
+$462M
4
NFLX icon
Netflix
NFLX
+$424M
5
IAC icon
IAC Inc
IAC
+$419M

Sector Composition

1 Technology 14.25%
2 Healthcare 9.45%
3 Financials 9.23%
4 Consumer Discretionary 7.66%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$11.4M ﹤0.01%
158,601
+9,791
2002
$11.4M ﹤0.01%
2,439,092
+724,158
2003
$11.4M ﹤0.01%
685,551
-21,981
2004
$11.4M ﹤0.01%
271,241
-65,449
2005
$11.4M ﹤0.01%
2,173,243
-35,053
2006
$11.4M ﹤0.01%
1,023,585
+34,220
2007
$11.4M ﹤0.01%
208,357
-7,612
2008
$11.4M ﹤0.01%
543,353
+415,982
2009
$11.4M ﹤0.01%
418,052
+166,959
2010
$11.3M ﹤0.01%
91,265
+59,821
2011
$11.3M ﹤0.01%
241,701
-500
2012
$11.3M ﹤0.01%
131,420
+114,015
2013
$11.3M ﹤0.01%
519,446
-14,290
2014
$11.3M ﹤0.01%
6,255,702
+1,129,826
2015
$11.3M ﹤0.01%
366,682
-3,403
2016
$11.3M ﹤0.01%
412,977
+323,402
2017
$11.2M ﹤0.01%
176,045
+26,211
2018
$11.2M ﹤0.01%
462,949
+214,545
2019
$11.2M ﹤0.01%
1,855,809
-7,077
2020
$11.2M ﹤0.01%
279,008
+254,274
2021
$11.2M ﹤0.01%
259,031
-9,345
2022
$11.2M ﹤0.01%
82,259
+61,073
2023
$11.2M ﹤0.01%
329,541
+126,766
2024
$11.1M ﹤0.01%
80,802
-18,411
2025
$11.1M ﹤0.01%
416,270
+27,490
79 80
81
82 83