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
3326
$1.92M ﹤0.01%
152,608
-12,148
3327
$1.92M ﹤0.01%
76,848
-19,964
3328
$1.92M ﹤0.01%
31,611
+1,085
3329
$1.91M ﹤0.01%
107,882
+38,334
3330
$1.91M ﹤0.01%
71,181
-3,351
3331
$1.89M ﹤0.01%
3,555
-791
3332
$1.89M ﹤0.01%
100,748
+60,314
3333
$1.89M ﹤0.01%
61,119
-138,298
3334
$1.89M ﹤0.01%
90,066
+501
3335
$1.89M ﹤0.01%
158,633
+16,521
3336
$1.89M ﹤0.01%
210,141
-147,487
3337
$1.88M ﹤0.01%
89,579
-59,736
3338
$1.88M ﹤0.01%
69,453
-775
3339
$1.88M ﹤0.01%
90,017
-36,224
3340
$1.87M ﹤0.01%
35,140
-35,622
3341
$1.87M ﹤0.01%
42,422
-7,896
3342
$1.87M ﹤0.01%
129,827
-116,783
3343
$1.86M ﹤0.01%
197,662
-60,430
3344
$1.85M ﹤0.01%
70,844
-310,409
3345
$1.85M ﹤0.01%
30,108
+6,437
3346
$1.85M ﹤0.01%
78,789
-246,620
3347
$1.85M ﹤0.01%
29,192
-1,489
3348
$1.84M ﹤0.01%
136,940
-59,032
3349
$1.83M ﹤0.01%
31,030
-2,115
3350
$1.83M ﹤0.01%
114,293
+7,075
132 133
134
135 136