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
2776
$3.54M ﹤0.01%
145,984
-73,442
2777
$3.54M ﹤0.01%
3
+2
2778
$3.53M ﹤0.01%
42,540
-24,680
2779
$3.53M ﹤0.01%
1,187,814
-709,289
2780
$3.52M ﹤0.01%
142,655
-75,501
2781
$3.52M ﹤0.01%
231,042
+25,091
2782
$3.52M ﹤0.01%
755,336
+431,149
2783
$3.52M ﹤0.01%
108,310
-154,215
2784
$3.52M ﹤0.01%
102,326
+81,624
2785
$3.52M ﹤0.01%
132,588
+12,434
2786
$3.51M ﹤0.01%
68,884
-8,756
2787
$3.51M ﹤0.01%
331,308
-75,368
2788
$3.5M ﹤0.01%
518,698
+184,607
2789
$3.49M ﹤0.01%
119,342
-3,866
2790
$3.49M ﹤0.01%
259,428
-400,115
2791
$3.48M ﹤0.01%
60,241
-12,395
2792
$3.48M ﹤0.01%
135,015
+33,505
2793
$3.48M ﹤0.01%
427,176
+146
2794
$3.48M ﹤0.01%
223,081
-35,294
2795
$3.47M ﹤0.01%
286,683
-6,052
2796
$3.47M ﹤0.01%
213,062
-14,442
2797
$3.46M ﹤0.01%
92,511
-36,969
2798
$3.46M ﹤0.01%
33,608
+14,127
2799
$3.46M ﹤0.01%
193,498
+35,437
2800
$3.46M ﹤0.01%
122,339
-103,975
110 111
112
113 114