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
3151
$2.34M ﹤0.01%
980
-851
3152
$2.34M ﹤0.01%
89,361
-21,497
3153
$2.33M ﹤0.01%
474,678
+236,504
3154
$2.33M ﹤0.01%
147,298
-2,668
3155
$2.33M ﹤0.01%
63,644
+62,919
3156
$2.33M ﹤0.01%
77,643
-17,821
3157
$2.33M ﹤0.01%
289,437
+32,967
3158
$2.33M ﹤0.01%
42,947
-3,659
3159
$2.33M ﹤0.01%
360,040
-47,941
3160
$2.33M ﹤0.01%
89,568
+14,078
3161
$2.33M ﹤0.01%
172,103
+10,855
3162
$2.32M ﹤0.01%
69,522
+2,524
3163
$2.32M ﹤0.01%
184,458
+14,711
3164
$2.32M ﹤0.01%
158,522
-490,539
3165
$2.32M ﹤0.01%
439,928
-147,241
3166
$2.32M ﹤0.01%
79,644
-4,432
3167
$2.31M ﹤0.01%
62,134
+3,481
3168
$2.31M ﹤0.01%
202,968
+65,757
3169
$2.3M ﹤0.01%
2,647,487
+2,553,715
3170
$2.3M ﹤0.01%
233,006
-10,525
3171
$2.3M ﹤0.01%
129,845
+25,145
3172
$2.3M ﹤0.01%
78,325
-21,651
3173
$2.3M ﹤0.01%
408,775
+78,598
3174
$2.29M ﹤0.01%
178,977
-10,950
3175
$2.28M ﹤0.01%
505,217
-1,607,383
125 126
127
128 129