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
2601
$4.4M ﹤0.01%
172,908
+54,218
2602
$4.39M ﹤0.01%
109,026
-57,916
2603
$4.39M ﹤0.01%
330,328
-19,271
2604
$4.38M ﹤0.01%
313,569
+11,188
2605
$4.38M ﹤0.01%
118,872
+67,914
2606
$4.38M ﹤0.01%
77,886
+1,741
2607
$4.38M ﹤0.01%
38,643
-158,848
2608
$4.38M ﹤0.01%
56,784
-49,359
2609
$4.38M ﹤0.01%
67,687
-413,322
2610
$4.37M ﹤0.01%
89,530
-114,056
2611
$4.36M ﹤0.01%
138,612
+71,860
2612
$4.36M ﹤0.01%
89,531
-66,330
2613
$4.36M ﹤0.01%
197,405
+87,213
2614
$4.36M ﹤0.01%
300,386
-4,309
2615
$4.35M ﹤0.01%
242,984
-2,906
2616
$4.35M ﹤0.01%
662,764
-143,409
2617
$4.34M ﹤0.01%
55,794
+25,704
2618
$4.34M ﹤0.01%
188,582
-231,663
2619
$4.33M ﹤0.01%
107,377
-156,530
2620
$4.33M ﹤0.01%
324,065
+189,582
2621
$4.33M ﹤0.01%
452,668
-251,996
2622
$4.32M ﹤0.01%
43,021
+34,243
2623
$4.32M ﹤0.01%
139,827
+112,205
2624
$4.32M ﹤0.01%
194,304
-22,202
2625
$4.32M ﹤0.01%
471,126
+157,886
103 104
105
106 107