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
$368B
AUM Growth
-$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$3.34B
2
+$2.05B
3
+$1.88B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.71B
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.3B

Top Sells

1
+$712M
2
+$651M
3
+$568M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$454M
5
AAPL icon
Apple
AAPL
+$406M

Sector Composition

1 Technology 16.07%
2 Healthcare 10.42%
3 Financials 7.81%
4 Consumer Discretionary 7.33%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$7.68M ﹤0.01%
579,503
-4,756,220
2002
$7.67M ﹤0.01%
1,151,883
+94,429
2003
$7.67M ﹤0.01%
181,444
-360,203
2004
$7.67M ﹤0.01%
150,671
+117,599
2005
$7.66M ﹤0.01%
476,732
-39,672
2006
$7.66M ﹤0.01%
755,467
-1,015
2007
$7.66M ﹤0.01%
431,188
+235,909
2008
$7.66M ﹤0.01%
661,025
-26,782
2009
$7.65M ﹤0.01%
715,267
-104,532
2010
$7.65M ﹤0.01%
158,964
-53,623
2011
$7.64M ﹤0.01%
364,640
-115,837
2012
$7.64M ﹤0.01%
102,854
-56,283
2013
$7.63M ﹤0.01%
964,728
-687,946
2014
$7.63M ﹤0.01%
898,212
+77,518
2015
$7.62M ﹤0.01%
176,961
-52,302
2016
$7.62M ﹤0.01%
45,481
-13,975
2017
$7.61M ﹤0.01%
337,719
-4,722
2018
$7.6M ﹤0.01%
514,155
+14,237
2019
$7.59M ﹤0.01%
369,567
-64,578
2020
$7.58M ﹤0.01%
2,917,192
+276,076
2021
$7.58M ﹤0.01%
935,274
+839,452
2022
$7.58M ﹤0.01%
208,466
+28,327
2023
$7.58M ﹤0.01%
117,740
-68,845
2024
$7.57M ﹤0.01%
373,418
+1,885
2025
$7.56M ﹤0.01%
612,948
+584,124
79 80
81
82 83