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
2576
$4.49M ﹤0.01%
343,204
-163,955
2577
$4.49M ﹤0.01%
110,810
-67,100
2578
$4.49M ﹤0.01%
367,154
-48,376
2579
$4.49M ﹤0.01%
427,657
+304,443
2580
$4.49M ﹤0.01%
449,160
-618,360
2581
$4.49M ﹤0.01%
301,429
-60,561
2582
$4.48M ﹤0.01%
150,328
-4,563
2583
$4.47M ﹤0.01%
123,952
-452,465
2584
$4.47M ﹤0.01%
173,614
+17,459
2585
$4.46M ﹤0.01%
660,051
+210,809
2586
$4.46M ﹤0.01%
442,373
-6,826
2587
$4.46M ﹤0.01%
597,477
-89,840
2588
$4.46M ﹤0.01%
211,241
-42,321
2589
$4.45M ﹤0.01%
69,780
-417,459
2590
$4.45M ﹤0.01%
241,151
+24,672
2591
$4.45M ﹤0.01%
166,354
-300,086
2592
$4.44M ﹤0.01%
91,115
-46,393
2593
$4.43M ﹤0.01%
390,676
-18,299
2594
$4.43M ﹤0.01%
148,919
+19,257
2595
$4.43M ﹤0.01%
357,816
-45,401
2596
$4.42M ﹤0.01%
174,969
+7,359
2597
$4.41M ﹤0.01%
100,687
+3,370
2598
$4.41M ﹤0.01%
96,050
-53,314
2599
$4.41M ﹤0.01%
107,488
-154,813
2600
$4.4M ﹤0.01%
83,786
+4,818
102 103
104
105 106