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
2551
$4.59M ﹤0.01%
310,592
+3,245
2552
$4.59M ﹤0.01%
322,437
+36,595
2553
$4.58M ﹤0.01%
641,218
+18,208
2554
$4.58M ﹤0.01%
47,657
-18,013
2555
$4.58M ﹤0.01%
125,053
-130,254
2556
$4.58M ﹤0.01%
260,437
+98,148
2557
$4.58M ﹤0.01%
112,324
-33,561
2558
$4.57M ﹤0.01%
226,649
+23,922
2559
$4.56M ﹤0.01%
673,111
+4,580
2560
$4.56M ﹤0.01%
305,686
+51,634
2561
$4.55M ﹤0.01%
81,598
-2,728
2562
$4.55M ﹤0.01%
182,227
+178,497
2563
$4.54M ﹤0.01%
591,563
-295,663
2564
$4.54M ﹤0.01%
251,525
+137,599
2565
$4.54M ﹤0.01%
181,306
+51,154
2566
$4.53M ﹤0.01%
179,683
-172,195
2567
$4.53M ﹤0.01%
151,794
+59,469
2568
$4.53M ﹤0.01%
122,586
-14,843
2569
$4.52M ﹤0.01%
339,561
-43,467
2570
$4.52M ﹤0.01%
83,973
+26,215
2571
$4.52M ﹤0.01%
110,586
+949
2572
$4.51M ﹤0.01%
116,080
-56,081
2573
$4.51M ﹤0.01%
166,681
+6,051
2574
$4.5M ﹤0.01%
129,269
+25,735
2575
$4.5M ﹤0.01%
313,292
+289,950
101 102
103
104 105