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
3201
$2.21M ﹤0.01%
14,706
-31,372
3202
$2.21M ﹤0.01%
37,391
-60,384
3203
$2.21M ﹤0.01%
31,342
+596
3204
$2.2M ﹤0.01%
173,650
-97,232
3205
$2.2M ﹤0.01%
119,585
+11,650
3206
$2.2M ﹤0.01%
143,700
-29,515
3207
$2.19M ﹤0.01%
104,926
-56,191
3208
$2.19M ﹤0.01%
491,867
-7,352
3209
$2.19M ﹤0.01%
79,232
+73,595
3210
$2.18M ﹤0.01%
108,254
-39,577
3211
$2.18M ﹤0.01%
95,320
-14,007
3212
$2.18M ﹤0.01%
128,633
+92,857
3213
$2.18M ﹤0.01%
130,814
+3,753
3214
$2.18M ﹤0.01%
405,033
+98,905
3215
$2.18M ﹤0.01%
151,080
-830,136
3216
$2.17M ﹤0.01%
76,740
-7,159
3217
$2.17M ﹤0.01%
45,484
+10,701
3218
$2.17M ﹤0.01%
196,253
+69,334
3219
$2.17M ﹤0.01%
50,756
+26,569
3220
$2.17M ﹤0.01%
87,428
+53,870
3221
$2.16M ﹤0.01%
29,182
-223,909
3222
$2.16M ﹤0.01%
496,165
+28,263
3223
$2.16M ﹤0.01%
207,610
-509,036
3224
$2.16M ﹤0.01%
183,764
-27,913
3225
$2.16M ﹤0.01%
75,638
-4,044
127 128
129
130 131