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
2001
$8.17M ﹤0.01%
868,258
-57,360
2002
$8.14M ﹤0.01%
522,102
-746,540
2003
$8.13M ﹤0.01%
124,452
-55,836
2004
$8.12M ﹤0.01%
302,028
-246,622
2005
$8.12M ﹤0.01%
725,730
+2,409
2006
$8.12M ﹤0.01%
229,691
+9,255
2007
$8.11M ﹤0.01%
363,379
+50,030
2008
$8.1M ﹤0.01%
314,969
-29,605
2009
$8.1M ﹤0.01%
332,108
-117,456
2010
$8.1M ﹤0.01%
321,709
-207,160
2011
$8.09M ﹤0.01%
128,334
-39,366
2012
$8.08M ﹤0.01%
895,092
+678,209
2013
$8.08M ﹤0.01%
1,425,022
-732,578
2014
$8.08M ﹤0.01%
291,568
-219,408
2015
$8.07M ﹤0.01%
742,859
-49,699
2016
$8M ﹤0.01%
18,299
+7,550
2017
$7.98M ﹤0.01%
144,962
-110,414
2018
$7.98M ﹤0.01%
112,345
-105,586
2019
$7.98M ﹤0.01%
597,081
+79,428
2020
$7.97M ﹤0.01%
131,968
-22,950
2021
$7.95M ﹤0.01%
170,627
-438,453
2022
$7.95M ﹤0.01%
281,539
-45,434
2023
$7.93M ﹤0.01%
117,993
+94,648
2024
$7.93M ﹤0.01%
178,561
-38,242
2025
$7.92M ﹤0.01%
403,345
+19,396
79 80
81
82 83