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
3001
$2.8M ﹤0.01%
159,994
-24,449
3002
$2.79M ﹤0.01%
141,527
-5,219
3003
$2.79M ﹤0.01%
51,891
-53,406
3004
$2.78M ﹤0.01%
223,945
+30,919
3005
$2.78M ﹤0.01%
141,533
-36,899
3006
$2.78M ﹤0.01%
254,494
+205,115
3007
$2.78M ﹤0.01%
602,832
+480,112
3008
$2.78M ﹤0.01%
100,096
+28,163
3009
$2.78M ﹤0.01%
196,780
-50,538
3010
$2.78M ﹤0.01%
66,248
+7,726
3011
$2.77M ﹤0.01%
102,175
-34,541
3012
$2.77M ﹤0.01%
186,634
+9,335
3013
$2.76M ﹤0.01%
83,710
-107,391
3014
$2.75M ﹤0.01%
30,113
+2,532
3015
$2.75M ﹤0.01%
14,235
-54,592
3016
$2.75M ﹤0.01%
50,969
-23,082
3017
$2.75M ﹤0.01%
165,098
-357,285
3018
$2.74M ﹤0.01%
86,058
+36,259
3019
$2.74M ﹤0.01%
9,860
-1,959
3020
$2.74M ﹤0.01%
352,329
+75,052
3021
$2.74M ﹤0.01%
11,688
-32,854
3022
$2.73M ﹤0.01%
60,783
+53,009
3023
$2.73M ﹤0.01%
71,302
-111,472
3024
$2.73M ﹤0.01%
218,161
+112,210
3025
$2.73M ﹤0.01%
97,521
+23,233
119 120
121
122 123