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
3251
$2.09M ﹤0.01%
361,551
-184,718
3252
$2.09M ﹤0.01%
40,350
+10,865
3253
$2.08M ﹤0.01%
115,947
-43,739
3254
$2.08M ﹤0.01%
58,051
-29,230
3255
$2.08M ﹤0.01%
80,200
-25,305
3256
$2.08M ﹤0.01%
53,421
-16,140
3257
$2.08M ﹤0.01%
533,698
+92,396
3258
$2.07M ﹤0.01%
452,296
+101,926
3259
$2.07M ﹤0.01%
99,757
-135,223
3260
$2.06M ﹤0.01%
139,610
-63,364
3261
$2.06M ﹤0.01%
188,713
+20,098
3262
$2.06M ﹤0.01%
93,395
+16,550
3263
$2.06M ﹤0.01%
132,261
-166,697
3264
$2.06M ﹤0.01%
41,377
+31,003
3265
$2.06M ﹤0.01%
118,874
-34,618
3266
$2.06M ﹤0.01%
51,182
-264,395
3267
$2.05M ﹤0.01%
186,572
-9,346
3268
$2.05M ﹤0.01%
929,286
-679,926
3269
$2.05M ﹤0.01%
90,368
-10,609
3270
$2.05M ﹤0.01%
7,904
-3,096
3271
$2.05M ﹤0.01%
127,521
-33,805
3272
$2.04M ﹤0.01%
95,169
+33,154
3273
$2.04M ﹤0.01%
112,376
+67,470
3274
$2.04M ﹤0.01%
135,535
-19,400
3275
$2.04M ﹤0.01%
27,234
+24,934
129 130
131
132 133