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
2901
$3.07M ﹤0.01%
60,212
-37,550
2902
$3.06M ﹤0.01%
508,660
+10,821
2903
$3.06M ﹤0.01%
90,389
-141,144
2904
$3.06M ﹤0.01%
411,557
-273,750
2905
$3.06M ﹤0.01%
65,700
+4,532
2906
$3.06M ﹤0.01%
131,724
+26,348
2907
$3.05M ﹤0.01%
83,259
-53,225
2908
$3.05M ﹤0.01%
1,096,313
-961,207
2909
$3.05M ﹤0.01%
46,751
+5,995
2910
$3.05M ﹤0.01%
67,326
-49,362
2911
$3.04M ﹤0.01%
77,241
+52,536
2912
$3.04M ﹤0.01%
30,122
+8,829
2913
$3.04M ﹤0.01%
85,297
+586
2914
$3.04M ﹤0.01%
389,984
+36,095
2915
$3.04M ﹤0.01%
75,153
-4,935
2916
$3.04M ﹤0.01%
121,917
-28,961
2917
$3.04M ﹤0.01%
516,145
+91,879
2918
$3.03M ﹤0.01%
57,160
-173,681
2919
$3.03M ﹤0.01%
86,173
+7,312
2920
$3.03M ﹤0.01%
9,485
+1,658
2921
$3.03M ﹤0.01%
37,360
-6,466
2922
$3.02M ﹤0.01%
65,055
-39,666
2923
$3.02M ﹤0.01%
71,001
-107,041
2924
$3.02M ﹤0.01%
296,521
+276,438
2925
$3.02M ﹤0.01%
188,127
+65,613
115 116
117
118 119