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
3051
$2.63M ﹤0.01%
29,014
+2,525
3052
$2.63M ﹤0.01%
305,532
-391,986
3053
$2.63M ﹤0.01%
183,702
-507,305
3054
$2.63M ﹤0.01%
68,521
-141,970
3055
$2.62M ﹤0.01%
238,646
-15,577
3056
$2.62M ﹤0.01%
135,867
-387,318
3057
$2.62M ﹤0.01%
72,145
-83,457
3058
$2.62M ﹤0.01%
72,433
+3,832
3059
$2.62M ﹤0.01%
145,288
-29,619
3060
$2.61M ﹤0.01%
113,265
-698
3061
$2.61M ﹤0.01%
225,223
-33,415
3062
$2.61M ﹤0.01%
190,756
+41,815
3063
$2.61M ﹤0.01%
162,385
-276,002
3064
$2.61M ﹤0.01%
204,853
-20,191
3065
$2.61M ﹤0.01%
28,708
+13,296
3066
$2.61M ﹤0.01%
75,843
+5,616
3067
$2.6M ﹤0.01%
239,461
-7,465
3068
$2.6M ﹤0.01%
165,210
+5,950
3069
$2.6M ﹤0.01%
60,968
-37,467
3070
$2.6M ﹤0.01%
33,889
+7,412
3071
$2.6M ﹤0.01%
209,625
-120,832
3072
$2.59M ﹤0.01%
268,832
+2,519
3073
$2.59M ﹤0.01%
183,669
+8,961
3074
$2.59M ﹤0.01%
203,903
+149,894
3075
$2.58M ﹤0.01%
30,863
-11,216
121 122
123
124 125