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
3401
$1.73M ﹤0.01%
106,926
+1,516
3402
$1.72M ﹤0.01%
33,485
-31,979
3403
$1.72M ﹤0.01%
438,496
+55,008
3404
$1.72M ﹤0.01%
67,996
-11,092
3405
$1.72M ﹤0.01%
82,092
+60,500
3406
$1.72M ﹤0.01%
571,843
+109,332
3407
$1.71M ﹤0.01%
229,696
+100,026
3408
$1.71M ﹤0.01%
150,632
-25,027
3409
$1.71M ﹤0.01%
182,678
-16,625
3410
$1.7M ﹤0.01%
266,299
+28,222
3411
$1.7M ﹤0.01%
39,845
-59,707
3412
$1.7M ﹤0.01%
87,044
+68,749
3413
$1.69M ﹤0.01%
230,735
+69,585
3414
$1.69M ﹤0.01%
55,657
-14,504
3415
$1.69M ﹤0.01%
65,496
+61,616
3416
$1.69M ﹤0.01%
46,386
+28,950
3417
$1.68M ﹤0.01%
41,268
+5,383
3418
$1.68M ﹤0.01%
46,219
+9,920
3419
$1.68M ﹤0.01%
47,035
-72,250
3420
$1.68M ﹤0.01%
93,928
-4,046
3421
$1.68M ﹤0.01%
107,105
-3,827
3422
$1.67M ﹤0.01%
80,399
-94,254
3423
$1.67M ﹤0.01%
147,351
-46,363
3424
$1.67M ﹤0.01%
75,597
-4,166
3425
$1.67M ﹤0.01%
58,004
+7,975
135 136
137
138 139