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
2701
$3.89M ﹤0.01%
174,670
-110,355
2702
$3.88M ﹤0.01%
152,256
-32,058
2703
$3.87M ﹤0.01%
290,695
-70,239
2704
$3.87M ﹤0.01%
142,575
-57,901
2705
$3.87M ﹤0.01%
41,367
-1,319
2706
$3.86M ﹤0.01%
108,964
-1,347
2707
$3.86M ﹤0.01%
200,618
-53,481
2708
$3.85M ﹤0.01%
170,683
+111,858
2709
$3.84M ﹤0.01%
175,112
+173,101
2710
$3.83M ﹤0.01%
88,225
-55,383
2711
$3.83M ﹤0.01%
143,522
+13,755
2712
$3.83M ﹤0.01%
80,678
+25,550
2713
$3.83M ﹤0.01%
264,385
-165,792
2714
$3.82M ﹤0.01%
180,763
+53,551
2715
$3.82M ﹤0.01%
198,893
+8,190
2716
$3.82M ﹤0.01%
319,338
-141,595
2717
$3.81M ﹤0.01%
59,155
-20,527
2718
$3.81M ﹤0.01%
139,498
-148,042
2719
$3.81M ﹤0.01%
303,952
-822,094
2720
$3.81M ﹤0.01%
187,619
+52,830
2721
$3.8M ﹤0.01%
203,715
+137,800
2722
$3.79M ﹤0.01%
187,656
-5,494
2723
$3.78M ﹤0.01%
119,128
-221,208
2724
$3.77M ﹤0.01%
335,052
-156,918
2725
$3.77M ﹤0.01%
116,510
-6,913
107 108
109
110 111