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
$1.38T
AUM Growth
+$86.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,209
New
Increased
Reduced
Closed

Top Buys

1
+$1.8B
2
+$1.14B
3
+$1.12B
4
CME icon
CME Group
CME
+$1.06B
5
BKNG icon
Booking.com
BKNG
+$1.05B

Top Sells

1
+$1.11B
2
+$1.08B
3
+$1.01B
4
ICE icon
Intercontinental Exchange
ICE
+$994M
5
NVDA icon
NVIDIA
NVDA
+$879M

Sector Composition

1 Technology 21.78%
2 Financials 10.85%
3 Healthcare 9.21%
4 Consumer Discretionary 8.91%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$41.9M ﹤0.01%
32,930
-910
2002
$41.8M ﹤0.01%
18,511,004
-7,376,661
2003
$41.8M ﹤0.01%
863,637
+383,484
2004
$41.8M ﹤0.01%
2,966,971
-733,991
2005
$41.7M ﹤0.01%
1,595,336
+604,717
2006
$41.7M ﹤0.01%
173,463
-41,473
2007
$41.7M ﹤0.01%
5,534,494
+2,429,350
2008
$41.7M ﹤0.01%
7,336,495
+1,365,803
2009
$41.6M ﹤0.01%
1,878,250
+215,800
2010
$41.6M ﹤0.01%
6,510,256
-136,415
2011
$41.6M ﹤0.01%
359,705
+117,186
2012
$41.6M ﹤0.01%
4,608,026
-89,403
2013
$41.6M ﹤0.01%
1,942,859
+95,915
2014
$41.5M ﹤0.01%
1,019,586
+201,126
2015
$41.5M ﹤0.01%
1,580,365
-152,835
2016
$41.5M ﹤0.01%
1,628,841
-553,387
2017
$41.5M ﹤0.01%
1,324,910
+248,922
2018
$41.4M ﹤0.01%
5,320,125
+1,589,465
2019
$41.4M ﹤0.01%
1,714,357
+1,170,543
2020
$41.4M ﹤0.01%
2,591,252
-56,616
2021
$41.3M ﹤0.01%
6,027,891
+469,007
2022
$41.2M ﹤0.01%
1,815,486
+162,780
2023
$41.2M ﹤0.01%
527,111
+19,843
2024
$41.1M ﹤0.01%
1,584,373
-287,028
2025
$41.1M ﹤0.01%
3,722,884
+6,711
79 80
81
82 83