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
2026
$7.91M ﹤0.01%
196
+141
2027
$7.91M ﹤0.01%
874,880
-670,105
2028
$7.91M ﹤0.01%
301,312
+43,217
2029
$7.91M ﹤0.01%
268,997
-442,457
2030
$7.88M ﹤0.01%
150,668
+24,357
2031
$7.87M ﹤0.01%
304,442
-175,910
2032
$7.87M ﹤0.01%
1,334,627
-414
2033
$7.86M ﹤0.01%
645,862
+7,827
2034
$7.86M ﹤0.01%
67,127
+34,174
2035
$7.85M ﹤0.01%
223,633
-521,114
2036
$7.84M ﹤0.01%
687,237
-165,251
2037
$7.82M ﹤0.01%
216,729
+64,969
2038
$7.82M ﹤0.01%
246,314
-40,723
2039
$7.81M ﹤0.01%
19,703
-5,383
2040
$7.8M ﹤0.01%
187,564
-29,822
2041
$7.76M ﹤0.01%
121,970
-36,102
2042
$7.76M ﹤0.01%
272,395
+31,644
2043
$7.75M ﹤0.01%
257,078
-239,133
2044
$7.74M ﹤0.01%
151,485
+18,385
2045
$7.73M ﹤0.01%
78,546
-20,902
2046
$7.73M ﹤0.01%
667,258
+232,954
2047
$7.73M ﹤0.01%
182,036
+144,299
2048
$7.71M ﹤0.01%
74,770
+55,678
2049
$7.71M ﹤0.01%
356,010
+36,530
2050
$7.7M ﹤0.01%
463,289
-40,620
80 81
82
83 84