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
$1.01T
AUM Growth
+$82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,901
New
Increased
Reduced
Closed

Top Buys

1
+$2.62B
2
+$1.72B
3
+$1.54B
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.47B
5
MSFT icon
Microsoft
MSFT
+$1.08B

Top Sells

1
+$925M
2
+$749M
3
+$664M
4
UBER icon
Uber
UBER
+$625M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$506M

Sector Composition

1 Technology 21.03%
2 Healthcare 10.48%
3 Financials 9.82%
4 Consumer Discretionary 8.77%
5 Industrials 6.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$31.9M ﹤0.01%
378,328
+93,230
2002
$31.9M ﹤0.01%
3,320,299
+1,087,482
2003
$31.9M ﹤0.01%
3,191,700
+1,214,434
2004
$31.8M ﹤0.01%
2,697,572
-1,280,066
2005
$31.8M ﹤0.01%
1,076,886
+507,764
2006
$31.7M ﹤0.01%
6,253,582
+162,881
2007
$31.7M ﹤0.01%
3,798,576
-179,529
2008
$31.6M ﹤0.01%
726,397
-54,134
2009
$31.6M ﹤0.01%
4,099,645
-71,569
2010
$31.6M ﹤0.01%
353,341
-13,025
2011
$31.5M ﹤0.01%
264,874
+33,895
2012
$31.5M ﹤0.01%
2,448,323
+218,688
2013
$31.4M ﹤0.01%
2,267,773
+1,169,644
2014
$31.4M ﹤0.01%
330,922
+18,251
2015
$31.4M ﹤0.01%
335,052
-50,253
2016
$31.3M ﹤0.01%
3,051,085
+251,508
2017
$31.3M ﹤0.01%
2,490,229
+733,748
2018
$31.3M ﹤0.01%
957,462
+427,838
2019
$31.3M ﹤0.01%
1,960,009
+1,956,705
2020
$31.2M ﹤0.01%
8,157,856
+225,101
2021
$31.2M ﹤0.01%
773,749
+24,145
2022
$31.2M ﹤0.01%
1,647,016
+34,177
2023
$31.2M ﹤0.01%
587,351
-45,381
2024
$31.2M ﹤0.01%
415,814
-129,113
2025
$31.2M ﹤0.01%
800,172
-147,520
79 80
81
82 83