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
3076
$2.57M ﹤0.01%
258,928
+7,320
3077
$2.57M ﹤0.01%
25,031
-3,615
3078
$2.57M ﹤0.01%
133,039
-55,145
3079
$2.57M ﹤0.01%
31,152
+27,085
3080
$2.57M ﹤0.01%
156,942
-282,809
3081
$2.56M ﹤0.01%
11,643
+167
3082
$2.56M ﹤0.01%
103,454
-11,980
3083
$2.56M ﹤0.01%
906,880
+613,240
3084
$2.56M ﹤0.01%
89,250
+11,955
3085
$2.56M ﹤0.01%
9,068
-139,224
3086
$2.55M ﹤0.01%
118,998
+1,464
3087
$2.55M ﹤0.01%
66,701
+33,217
3088
$2.55M ﹤0.01%
531,490
-206,897
3089
$2.54M ﹤0.01%
57,373
-18,472
3090
$2.54M ﹤0.01%
168,698
+8,053
3091
$2.54M ﹤0.01%
90,215
-13,191
3092
$2.54M ﹤0.01%
105,432
-455
3093
$2.53M ﹤0.01%
170,274
-8,430
3094
$2.53M ﹤0.01%
166,209
+1,583
3095
$2.53M ﹤0.01%
487,897
-272,696
3096
$2.52M ﹤0.01%
184,172
+28,326
3097
$2.52M ﹤0.01%
57,864
-21,153
3098
$2.52M ﹤0.01%
44,635
+32,810
3099
$2.51M ﹤0.01%
456,796
+112,056
3100
$2.51M ﹤0.01%
257,655
-3,152
122 123
124
125 126