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
226
$258M 0.1%
12,598,821
+7,157,750
227
$257M 0.1%
9,694,295
-1,511,295
228
$256M 0.1%
1,575,468
-431,965
229
$256M 0.1%
6,300,052
-753,588
230
$256M 0.1%
3,607,246
+30,387
231
$256M 0.1%
3,512,619
+225,321
232
$256M 0.1%
3,741,622
-2,267,932
233
$255M 0.1%
8,897,576
+138,024
234
$253M 0.1%
5,486,700
-1,255,998
235
$251M 0.1%
6,216,644
+4,571,871
236
$250M 0.1%
3,660,287
+173,303
237
$250M 0.1%
5,373,997
+1,808,738
238
$247M 0.1%
3,563,778
-640,115
239
$247M 0.1%
3,982,500
+72,354
240
$246M 0.09%
29,739,402
-3,208,494
241
$245M 0.09%
3,685,474
+1,295,119
242
$243M 0.09%
3,380,244
-130,154
243
$242M 0.09%
1,602,562
+231,697
244
$242M 0.09%
2,327,245
-427,842
245
$240M 0.09%
6,152,120
+224,014
246
$238M 0.09%
1,298,913
-48,119
247
$238M 0.09%
2,526,538
-55,243
248
$237M 0.09%
13,271,592
+363,964
249
$236M 0.09%
9,417,426
+8,640,518
250
$235M 0.09%
1,713,884
-273,405
8 9
10
11 12