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
2826
$3.36M ﹤0.01%
34,837
-13,588
2827
$3.35M ﹤0.01%
75,495
-13,126
2828
$3.34M ﹤0.01%
122,567
-227,592
2829
$3.34M ﹤0.01%
131,568
-51,336
2830
$3.33M ﹤0.01%
607,348
+52,427
2831
$3.33M ﹤0.01%
244,764
-5,027
2832
$3.33M ﹤0.01%
48,685
-75,854
2833
$3.33M ﹤0.01%
399,856
+3,622
2834
$3.31M ﹤0.01%
209,988
-71,856
2835
$3.31M ﹤0.01%
64,985
-23,371
2836
$3.31M ﹤0.01%
92,992
+20,706
2837
$3.31M ﹤0.01%
408,522
-211,730
2838
$3.3M ﹤0.01%
274,944
-1,739
2839
$3.3M ﹤0.01%
40,958
+5,039
2840
$3.29M ﹤0.01%
292,666
+160,358
2841
$3.29M ﹤0.01%
106,487
+12,587
2842
$3.29M ﹤0.01%
184,885
-53,620
2843
$3.28M ﹤0.01%
112,826
-32,080
2844
$3.28M ﹤0.01%
30,389
-2,872
2845
$3.28M ﹤0.01%
175,821
+143,234
2846
$3.27M ﹤0.01%
965,912
-2,494
2847
$3.27M ﹤0.01%
72,448
-3,284
2848
$3.27M ﹤0.01%
41,820
-53,069
2849
$3.27M ﹤0.01%
423,076
+156,588
2850
$3.26M ﹤0.01%
162,141
+33,856
112 113
114
115 116