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
2626
$4.3M ﹤0.01%
1,147,871
-3,840
2627
$4.3M ﹤0.01%
309,644
+270,239
2628
$4.3M ﹤0.01%
434,715
-69,374
2629
$4.29M ﹤0.01%
281,499
-3,682
2630
$4.29M ﹤0.01%
772,030
+580,665
2631
$4.28M ﹤0.01%
104,975
-50,434
2632
$4.28M ﹤0.01%
559,541
-94,252
2633
$4.28M ﹤0.01%
268,011
-914,245
2634
$4.28M ﹤0.01%
119,721
-220,571
2635
$4.27M ﹤0.01%
205,226
-2,858
2636
$4.27M ﹤0.01%
40,178
+10,905
2637
$4.27M ﹤0.01%
131,421
-136,155
2638
$4.26M ﹤0.01%
162,982
+15,886
2639
$4.23M ﹤0.01%
30,205
-29,479
2640
$4.23M ﹤0.01%
112,021
+37,568
2641
$4.22M ﹤0.01%
389,403
+4,413
2642
$4.22M ﹤0.01%
113,986
-537,358
2643
$4.21M ﹤0.01%
105,406
-33,009
2644
$4.19M ﹤0.01%
87,168
-29,908
2645
$4.18M ﹤0.01%
58,235
+35,910
2646
$4.18M ﹤0.01%
130,328
-107,599
2647
$4.18M ﹤0.01%
174,650
-243,147
2648
$4.17M ﹤0.01%
134,458
-17,947
2649
$4.17M ﹤0.01%
279,727
-80,043
2650
$4.17M ﹤0.01%
22,508
-9,461
104 105
106
107 108