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
$1.43T
AUM Growth
+$48.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,300
New
Increased
Reduced
Closed

Top Buys

1
+$2.68B
2
+$2.03B
3
+$1.99B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.74B
5
AAPL icon
Apple
AAPL
+$1.7B

Top Sells

1
+$1.61B
2
+$1.34B
3
+$1.26B
4
SHOP icon
Shopify
SHOP
+$1.25B
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.02B

Sector Composition

1 Technology 22.71%
2 Financials 11.45%
3 Consumer Discretionary 9.67%
4 Healthcare 8.08%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$41.7M ﹤0.01%
2,017,508
+22,081
2002
$41.6M ﹤0.01%
484,408
-9,355
2003
$41.5M ﹤0.01%
758,983
+78,411
2004
$41.5M ﹤0.01%
4,612,187
-151,721
2005
$41.5M ﹤0.01%
548,962
-326,266
2006
$41.4M ﹤0.01%
1,339,183
+361,317
2007
$41.4M ﹤0.01%
958,239
+123,823
2008
$41.4M ﹤0.01%
11,687,342
+9,092,165
2009
$41.3M ﹤0.01%
479,879
-176,735
2010
$41.2M ﹤0.01%
1,895,407
-1,105,771
2011
$41.1M ﹤0.01%
473,546
+141,517
2012
$41.1M ﹤0.01%
2,565,074
-161,095
2013
$41.1M ﹤0.01%
2,902,574
+1,920,316
2014
$41.1M ﹤0.01%
1,075,642
-236,167
2015
$41M ﹤0.01%
572,090
+102,638
2016
$40.9M ﹤0.01%
929,013
-91,430
2017
$40.9M ﹤0.01%
242,574
-35,845
2018
$40.9M ﹤0.01%
450,075
+27,012
2019
$40.8M ﹤0.01%
2,277,266
+154,491
2020
$40.8M ﹤0.01%
1,939,101
-311,418
2021
$40.8M ﹤0.01%
1,170,827
-17,956
2022
$40.7M ﹤0.01%
2,484,100
-27,152
2023
$40.7M ﹤0.01%
952,616
+105,293
2024
$40.7M ﹤0.01%
2,488,581
-314,311
2025
$40.6M ﹤0.01%
622,370
-2,062
79 80
81
82 83