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
2726
$3.77M ﹤0.01%
65,993
+5,015
2727
$3.76M ﹤0.01%
160,988
-14,009
2728
$3.76M ﹤0.01%
143,478
-24,076
2729
$3.76M ﹤0.01%
261,795
-9,059
2730
$3.74M ﹤0.01%
154,019
-117,981
2731
$3.74M ﹤0.01%
150,282
-8,834
2732
$3.73M ﹤0.01%
154,401
+9,939
2733
$3.73M ﹤0.01%
100,289
+65,120
2734
$3.73M ﹤0.01%
173,872
+125,938
2735
$3.72M ﹤0.01%
98,181
-778,094
2736
$3.71M ﹤0.01%
146,135
+104,804
2737
$3.71M ﹤0.01%
34,755
-55,105
2738
$3.71M ﹤0.01%
193,830
-14,700
2739
$3.7M ﹤0.01%
264,239
-79,215
2740
$3.68M ﹤0.01%
97,984
+72,763
2741
$3.68M ﹤0.01%
269,116
+90,614
2742
$3.67M ﹤0.01%
365,785
+265,219
2743
$3.67M ﹤0.01%
491,187
-107,901
2744
$3.67M ﹤0.01%
3,183,869
+2,343,259
2745
$3.67M ﹤0.01%
65,215
-53,284
2746
$3.67M ﹤0.01%
230,776
+98,806
2747
$3.66M ﹤0.01%
181,384
+76,907
2748
$3.66M ﹤0.01%
508,648
+52,300
2749
$3.65M ﹤0.01%
631,271
+129,319
2750
$3.65M ﹤0.01%
114,212
+48,903
108 109
110
111 112