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
3376
$1.77M ﹤0.01%
118,604
+20,535
3377
$1.76M ﹤0.01%
114,093
-28,675
3378
$1.76M ﹤0.01%
87,576
-30,856
3379
$1.76M ﹤0.01%
27,966
+8,151
3380
$1.76M ﹤0.01%
298,131
-682,348
3381
$1.75M ﹤0.01%
73,954
-53,657
3382
$1.75M ﹤0.01%
240,580
-113,822
3383
$1.75M ﹤0.01%
47,847
-95,661
3384
$1.75M ﹤0.01%
110,342
-175,494
3385
$1.75M ﹤0.01%
77,329
+1,197
3386
$1.75M ﹤0.01%
183,765
-352,448
3387
$1.75M ﹤0.01%
334,404
-68,860
3388
$1.74M ﹤0.01%
75,730
-5,775
3389
$1.74M ﹤0.01%
56,334
-177,964
3390
$1.74M ﹤0.01%
167,722
-34,789
3391
$1.74M ﹤0.01%
+104,500
3392
$1.74M ﹤0.01%
579
-78
3393
$1.74M ﹤0.01%
69,969
-256,675
3394
$1.73M ﹤0.01%
1,227,497
+706,178
3395
$1.73M ﹤0.01%
21,526
+16,861
3396
$1.73M ﹤0.01%
204,424
-1,312,287
3397
$1.73M ﹤0.01%
65,016
-72,515
3398
$1.73M ﹤0.01%
58,414
-12,570
3399
$1.73M ﹤0.01%
39,419
+20,848
3400
$1.73M ﹤0.01%
246,761
-846,515
134 135
136
137 138