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
$378B
AUM Growth
+$2.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,012
New
Increased
Reduced
Closed

Top Buys

1
+$1.82B
2
+$827M
3
+$721M
4
GLD icon
SPDR Gold Trust
GLD
+$686M
5
KO icon
Coca-Cola
KO
+$459M

Top Sells

1
+$1.57B
2
+$708M
3
+$692M
4
WP
Worldpay, Inc.
WP
+$563M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$556M

Sector Composition

1 Technology 13.6%
2 Healthcare 9.44%
3 Financials 9.01%
4 Communication Services 7.68%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$11M ﹤0.01%
2,828,969
-770,108
2002
$11M ﹤0.01%
150,725
-32,733
2003
$11M ﹤0.01%
158,890
-27,006
2004
$11M ﹤0.01%
1,216,586
+262,411
2005
$11M ﹤0.01%
305,881
+164,360
2006
$11M ﹤0.01%
200,390
+186,158
2007
$11M ﹤0.01%
1,881,492
+25,683
2008
$11M ﹤0.01%
365,106
+10,484
2009
$11M ﹤0.01%
275,396
+24,746
2010
$10.9M ﹤0.01%
385,820
+90,858
2011
$10.9M ﹤0.01%
289,120
+18,280
2012
$10.9M ﹤0.01%
243,481
-15,550
2013
$10.9M ﹤0.01%
4,483,579
-343,470
2014
$10.9M ﹤0.01%
674,929
+226,152
2015
$10.9M ﹤0.01%
168,296
-14,255
2016
$10.9M ﹤0.01%
761,561
-440,715
2017
$10.9M ﹤0.01%
152,247
+62,801
2018
$10.9M ﹤0.01%
244,650
+2,949
2019
$10.9M ﹤0.01%
224,365
-12,444
2020
$10.9M ﹤0.01%
120,579
-146,433
2021
$10.9M ﹤0.01%
204,727
-46,291
2022
$10.9M ﹤0.01%
55,660
-31,109
2023
$10.8M ﹤0.01%
805,260
-11,732
2024
$10.8M ﹤0.01%
1,299,176
-21,004
2025
$10.8M ﹤0.01%
479,120
-396,403
79 80
81
82 83