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
3301
$1.98M ﹤0.01%
119,356
-428,878
3302
$1.97M ﹤0.01%
77,045
-192,723
3303
$1.97M ﹤0.01%
+37,270
3304
$1.97M ﹤0.01%
142,795
+19,429
3305
$1.97M ﹤0.01%
167,189
-482,282
3306
$1.97M ﹤0.01%
37,595
-5,339
3307
$1.96M ﹤0.01%
52,614
+17,265
3308
$1.96M ﹤0.01%
50,824
-63,908
3309
$1.95M ﹤0.01%
157,344
+14,332
3310
$1.95M ﹤0.01%
38,257
+35,582
3311
$1.95M ﹤0.01%
216,030
+21,052
3312
$1.95M ﹤0.01%
152,742
+92,134
3313
$1.95M ﹤0.01%
38,613
+272
3314
$1.94M ﹤0.01%
26,205
-21,925
3315
$1.94M ﹤0.01%
113,310
-53,381
3316
$1.94M ﹤0.01%
193,264
-51,483
3317
$1.94M ﹤0.01%
22,335
-7,514
3318
$1.94M ﹤0.01%
150,055
-1,194,229
3319
$1.94M ﹤0.01%
139,007
-6,416
3320
$1.93M ﹤0.01%
62,271
+53,304
3321
$1.93M ﹤0.01%
359,460
+69,845
3322
$1.92M ﹤0.01%
115,436
-23,503
3323
$1.92M ﹤0.01%
88,626
-3,832
3324
$1.92M ﹤0.01%
84,918
-90,901
3325
$1.92M ﹤0.01%
35,538
-3,510
131 132
133
134 135