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
2976
$2.88M ﹤0.01%
219,399
-5,112,328
2977
$2.88M ﹤0.01%
34,357
-28,036
2978
$2.87M ﹤0.01%
160,402
-99,792
2979
$2.87M ﹤0.01%
47,739
+19,307
2980
$2.87M ﹤0.01%
254,732
-330,153
2981
$2.87M ﹤0.01%
36,567
-10,804
2982
$2.87M ﹤0.01%
358,407
+32,052
2983
$2.87M ﹤0.01%
137,372
-216,830
2984
$2.87M ﹤0.01%
351,924
-585,990
2985
$2.85M ﹤0.01%
99,486
-49,984
2986
$2.84M ﹤0.01%
148,088
+2,500
2987
$2.84M ﹤0.01%
87,351
-26,046
2988
$2.84M ﹤0.01%
201,315
+12,048
2989
$2.84M ﹤0.01%
128,428
-14,907
2990
$2.83M ﹤0.01%
251,231
+59,797
2991
$2.82M ﹤0.01%
581,032
-166,811
2992
$2.82M ﹤0.01%
29,922
-30,438
2993
$2.82M ﹤0.01%
143,622
+49,876
2994
$2.82M ﹤0.01%
62,372
-44,761
2995
$2.81M ﹤0.01%
152,032
+24,916
2996
$2.81M ﹤0.01%
296,757
+50,006
2997
$2.81M ﹤0.01%
143,808
+21,015
2998
$2.81M ﹤0.01%
188,466
-22,674
2999
$2.81M ﹤0.01%
197,083
-61,105
3000
$2.8M ﹤0.01%
547,421
+139,163
118 119
120
121 122