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
$260B
AUM Growth
-$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,119
New
Increased
Reduced
Closed

Top Buys

1
+$793M
2
+$330M
3
+$320M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$297M
5
MSFT icon
Microsoft
MSFT
+$287M

Top Sells

1
+$2.16B
2
+$766M
3
+$541M
4
NFLX icon
Netflix
NFLX
+$511M
5
CB
CHUBB CORPORATION
CB
+$488M

Sector Composition

1 Technology 9.08%
2 Healthcare 9.06%
3 Financials 8.67%
4 Communication Services 7.55%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$8.69M ﹤0.01%
382,648
+65,531
1952
$8.68M ﹤0.01%
1,900,113
+806,007
1953
$8.68M ﹤0.01%
384,600
-51,650
1954
$8.67M ﹤0.01%
157,628
-14,934
1955
$8.66M ﹤0.01%
200,384
-110,724
1956
$8.61M ﹤0.01%
564,484
-11,610
1957
$8.59M ﹤0.01%
390,184
-73,358
1958
$8.58M ﹤0.01%
697,770
+569,149
1959
$8.57M ﹤0.01%
649,013
-84,888
1960
$8.56M ﹤0.01%
1,018,781
+332,476
1961
$8.55M ﹤0.01%
245,864
+91,879
1962
$8.55M ﹤0.01%
1,485,037
+638,806
1963
$8.55M ﹤0.01%
169,968
+72,138
1964
$8.54M ﹤0.01%
20,700
+1,639
1965
$8.54M ﹤0.01%
593,971
-2,361,328
1966
$8.54M ﹤0.01%
729,494
+129,390
1967
$8.5M ﹤0.01%
300,078
+223,021
1968
$8.5M ﹤0.01%
222,082
+4,074
1969
$8.5M ﹤0.01%
1,118,191
+54,197
1970
$8.48M ﹤0.01%
147,039
-77,678
1971
$8.47M ﹤0.01%
625,348
+70,352
1972
$8.46M ﹤0.01%
292,720
+159,733
1973
$8.46M ﹤0.01%
214,218
-43,066
1974
$8.46M ﹤0.01%
211,637
+25,956
1975
$8.45M ﹤0.01%
164,635
-163,114
77 78
79
80 81