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
3226
$2.15M ﹤0.01%
1,646
-1,697
3227
$2.15M ﹤0.01%
52,966
+42,363
3228
$2.15M ﹤0.01%
99,485
-59,815
3229
$2.14M ﹤0.01%
152,675
-46,479
3230
$2.14M ﹤0.01%
61,748
-50,137
3231
$2.14M ﹤0.01%
48,407
+4,577
3232
$2.13M ﹤0.01%
155,324
-3,564,393
3233
$2.13M ﹤0.01%
139,244
-446,022
3234
$2.13M ﹤0.01%
24,292
-87,010
3235
$2.13M ﹤0.01%
82,526
+9,729
3236
$2.12M ﹤0.01%
183,530
+114,121
3237
$2.12M ﹤0.01%
37,406
-16,218
3238
$2.12M ﹤0.01%
93,853
+46,193
3239
$2.12M ﹤0.01%
100,566
+16,835
3240
$2.12M ﹤0.01%
163,513
+161,981
3241
$2.12M ﹤0.01%
266,064
+134,717
3242
$2.11M ﹤0.01%
229,012
-78,665
3243
$2.11M ﹤0.01%
233,748
+134,602
3244
$2.1M ﹤0.01%
54,543
+4,117
3245
$2.1M ﹤0.01%
72,106
-10,058
3246
$2.1M ﹤0.01%
58,976
-97,695
3247
$2.1M ﹤0.01%
350,752
+92,976
3248
$2.1M ﹤0.01%
153,941
+57,963
3249
$2.09M ﹤0.01%
291,611
+806
3250
$2.09M ﹤0.01%
67,965
-45,941
128 129
130
131 132