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
2926
$3.01M ﹤0.01%
219,161
-3,011
2927
$3.01M ﹤0.01%
381,863
+63,471
2928
$3M ﹤0.01%
154,870
-219,199
2929
$3M ﹤0.01%
289,902
-1,076
2930
$2.99M ﹤0.01%
146,796
-194,326
2931
$2.98M ﹤0.01%
89,761
-383,160
2932
$2.98M ﹤0.01%
66,176
+19,669
2933
$2.98M ﹤0.01%
11,266
+1,978
2934
$2.97M ﹤0.01%
545,634
+71,452
2935
$2.97M ﹤0.01%
67,740
+32,151
2936
$2.97M ﹤0.01%
111,984
-34,960
2937
$2.96M ﹤0.01%
262,157
-20,543
2938
$2.96M ﹤0.01%
367,204
+196,723
2939
$2.96M ﹤0.01%
185,328
+41,942
2940
$2.96M ﹤0.01%
384,360
+228,768
2941
$2.96M ﹤0.01%
77,001
-165,582
2942
$2.96M ﹤0.01%
48,200
-85,858
2943
$2.96M ﹤0.01%
38,307
-14,515
2944
$2.95M ﹤0.01%
290,806
-122,182
2945
$2.95M ﹤0.01%
155,604
+64,097
2946
$2.95M ﹤0.01%
45,146
-74,762
2947
$2.95M ﹤0.01%
189,839
-57,493
2948
$2.94M ﹤0.01%
125,067
-689,059
2949
$2.94M ﹤0.01%
58,130
-128,450
2950
$2.94M ﹤0.01%
63,543
+25,415
116 117
118
119 120