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
3351
$1.83M ﹤0.01%
98,996
-93,677
3352
$1.82M ﹤0.01%
396,802
-107,230
3353
$1.82M ﹤0.01%
140,268
-335,776
3354
$1.82M ﹤0.01%
180,100
-6,547
3355
$1.82M ﹤0.01%
72,494
+1,074
3356
$1.82M ﹤0.01%
183,775
-5,412
3357
$1.82M ﹤0.01%
77,092
+13,485
3358
$1.81M ﹤0.01%
13,979
-5,915
3359
$1.81M ﹤0.01%
284,837
-291,354
3360
$1.81M ﹤0.01%
58,586
-52,459
3361
$1.81M ﹤0.01%
175,238
-167,979
3362
$1.81M ﹤0.01%
48,655
-33,998
3363
$1.8M ﹤0.01%
786,291
+783,525
3364
$1.8M ﹤0.01%
379,785
-217,390
3365
$1.8M ﹤0.01%
76,734
-8,925
3366
$1.8M ﹤0.01%
190,592
-111,401
3367
$1.79M ﹤0.01%
47,127
-34,489
3368
$1.79M ﹤0.01%
197,477
-19,621
3369
$1.79M ﹤0.01%
14,312
-20,692
3370
$1.79M ﹤0.01%
45,002
-315,924
3371
$1.79M ﹤0.01%
89,707
+7,482
3372
$1.78M ﹤0.01%
34,199
-57,412
3373
$1.78M ﹤0.01%
111,834
+1,299
3374
$1.77M ﹤0.01%
96,830
-33,466
3375
$1.77M ﹤0.01%
222,184
+102,288
133 134
135
136 137