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
2951
$2.94M ﹤0.01%
907,560
-208,058
2952
$2.94M ﹤0.01%
167,642
-60,945
2953
$2.94M ﹤0.01%
103,251
-28,684
2954
$2.94M ﹤0.01%
121,190
+14,827
2955
$2.93M ﹤0.01%
796,092
+672,146
2956
$2.93M ﹤0.01%
222,904
+124,053
2957
$2.92M ﹤0.01%
207,421
+192,739
2958
$2.92M ﹤0.01%
377,405
-71,809
2959
$2.92M ﹤0.01%
123,352
+3,496
2960
$2.91M ﹤0.01%
206,249
-36,122
2961
$2.91M ﹤0.01%
141,359
+139,678
2962
$2.91M ﹤0.01%
184,083
-301,947
2963
$2.91M ﹤0.01%
161,844
-5,604
2964
$2.9M ﹤0.01%
122,670
+61,984
2965
$2.9M ﹤0.01%
42,989
+1,964
2966
$2.89M ﹤0.01%
73,859
-112,640
2967
$2.89M ﹤0.01%
114,924
-669,756
2968
$2.89M ﹤0.01%
84,660
-194,159
2969
$2.89M ﹤0.01%
86,041
-6,585
2970
$2.89M ﹤0.01%
158,590
-54,052
2971
$2.89M ﹤0.01%
7,313
-1,390
2972
$2.89M ﹤0.01%
206,913
-67,224
2973
$2.88M ﹤0.01%
279,555
+153,281
2974
$2.88M ﹤0.01%
203,778
+4,783
2975
$2.88M ﹤0.01%
160,693
-54,464
117 118
119
120 121