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
3176
$2.28M ﹤0.01%
34,438
+23,429
3177
$2.28M ﹤0.01%
150,193
-2,513
3178
$2.28M ﹤0.01%
95,118
-26,295
3179
$2.27M ﹤0.01%
86,107
+72,915
3180
$2.27M ﹤0.01%
21,341
-41,029
3181
$2.27M ﹤0.01%
327,317
-102,478
3182
$2.27M ﹤0.01%
44,847
+4,082
3183
$2.26M ﹤0.01%
197,914
+11,686
3184
$2.26M ﹤0.01%
54,118
-58,522
3185
$2.26M ﹤0.01%
71,817
+53,464
3186
$2.26M ﹤0.01%
93,191
-5,833,415
3187
$2.26M ﹤0.01%
61,589
+24,380
3188
$2.25M ﹤0.01%
59,027
-3,220
3189
$2.24M ﹤0.01%
46,072
-4,153
3190
$2.24M ﹤0.01%
222,960
+209,271
3191
$2.24M ﹤0.01%
153,226
+131,811
3192
$2.23M ﹤0.01%
82,427
+779
3193
$2.23M ﹤0.01%
71,402
-6,162
3194
$2.23M ﹤0.01%
72,326
-91,660
3195
$2.23M ﹤0.01%
87,560
+6,784
3196
$2.23M ﹤0.01%
247,002
+7,429
3197
$2.22M ﹤0.01%
104,539
-2,401
3198
$2.22M ﹤0.01%
23,659
-14,311
3199
$2.22M ﹤0.01%
163,750
+77,266
3200
$2.22M ﹤0.01%
43,289
-10,678
126 127
128
129 130