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
1976
$8.43M ﹤0.01%
517,437
+19,788
1977
$8.43M ﹤0.01%
973,142
-499,106
1978
$8.41M ﹤0.01%
616,356
+1,758
1979
$8.41M ﹤0.01%
616,749
-228,620
1980
$8.37M ﹤0.01%
628,125
+553,770
1981
$8.37M ﹤0.01%
1,034,650
-840,992
1982
$8.37M ﹤0.01%
945,868
+159,190
1983
$8.35M ﹤0.01%
629,278
+473,712
1984
$8.35M ﹤0.01%
326,819
+35,830
1985
$8.34M ﹤0.01%
237,299
-1,854,988
1986
$8.33M ﹤0.01%
227,097
+3,669
1987
$8.32M ﹤0.01%
10,094
-6,521
1988
$8.3M ﹤0.01%
227,908
+19,873
1989
$8.3M ﹤0.01%
321,446
+39,457
1990
$8.28M ﹤0.01%
701,681
+48,567
1991
$8.28M ﹤0.01%
214,550
-205,365
1992
$8.26M ﹤0.01%
355,782
-127,182
1993
$8.25M ﹤0.01%
256,173
-36,861
1994
$8.24M ﹤0.01%
1,083,445
-319,978
1995
$8.23M ﹤0.01%
801,083
-76,370
1996
$8.22M ﹤0.01%
509,103
+92,323
1997
$8.2M ﹤0.01%
2,076,610
-1,101,578
1998
$8.19M ﹤0.01%
340,676
+38,874
1999
$8.19M ﹤0.01%
92,426
-27,388
2000
$8.19M ﹤0.01%
402,233
-172,082
78 79
80
81 82