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
2651
$4.16M ﹤0.01%
487,830
-96,576
2652
$4.13M ﹤0.01%
54,091
+19,035
2653
$4.12M ﹤0.01%
518,035
+8,618
2654
$4.12M ﹤0.01%
116,545
+81,322
2655
$4.1M ﹤0.01%
377,025
-474,023
2656
$4.09M ﹤0.01%
138,932
+20,976
2657
$4.09M ﹤0.01%
70,545
+20,687
2658
$4.08M ﹤0.01%
255,040
+25,198
2659
$4.08M ﹤0.01%
187,475
+6,363
2660
$4.08M ﹤0.01%
219,042
-160,560
2661
$4.08M ﹤0.01%
98,215
-6,098
2662
$4.08M ﹤0.01%
311,714
+244,804
2663
$4.07M ﹤0.01%
2,275,146
-40,664
2664
$4.06M ﹤0.01%
207,118
-26,668
2665
$4.05M ﹤0.01%
75,000
-300,000
2666
$4.05M ﹤0.01%
268,372
-11,496
2667
$4.04M ﹤0.01%
153,001
+152,901
2668
$4.03M ﹤0.01%
531,956
+15,665
2669
$4.02M ﹤0.01%
765,915
+21,101
2670
$4.02M ﹤0.01%
166,059
+11,078
2671
$4.02M ﹤0.01%
101,846
-194,173
2672
$4.01M ﹤0.01%
184,927
-18,606
2673
$4.01M ﹤0.01%
252,323
+89,520
2674
$4.01M ﹤0.01%
174,350
+80,238
2675
$4M ﹤0.01%
79,140
+43,943
105 106
107
108 109