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
2476
$5.02M ﹤0.01%
356,700
-1,234,902
2477
$5.02M ﹤0.01%
110,547
+336
2478
$5.01M ﹤0.01%
289,740
-47,475
2479
$5.01M ﹤0.01%
88,714
+70,081
2480
$5M ﹤0.01%
981,976
-3,276,536
2481
$4.99M ﹤0.01%
151,306
-63,982
2482
$4.99M ﹤0.01%
382,206
-9,684
2483
$4.99M ﹤0.01%
81,899
-1,935
2484
$4.98M ﹤0.01%
164,901
-108,841
2485
$4.97M ﹤0.01%
171,027
-469,810
2486
$4.97M ﹤0.01%
25,710
-4,683
2487
$4.96M ﹤0.01%
678,237
-9,148
2488
$4.96M ﹤0.01%
195,463
-161,495
2489
$4.96M ﹤0.01%
780,824
+34,887
2490
$4.95M ﹤0.01%
180,746
-106,914
2491
$4.94M ﹤0.01%
304,867
-50,837
2492
$4.94M ﹤0.01%
183,653
+95,765
2493
$4.94M ﹤0.01%
58,269
-37,148
2494
$4.93M ﹤0.01%
355,781
-5,888
2495
$4.93M ﹤0.01%
125,822
+55,206
2496
$4.93M ﹤0.01%
+142,754
2497
$4.93M ﹤0.01%
141,669
+17,024
2498
$4.93M ﹤0.01%
142,983
-56,693
2499
$4.93M ﹤0.01%
46,081
+12,700
2500
$4.88M ﹤0.01%
865,500
-172,802
98 99
100
101 102