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
3426
$1.67M ﹤0.01%
55,087
-31,373
3427
$1.66M ﹤0.01%
736,018
+650,383
3428
$1.66M ﹤0.01%
141,647
+82,248
3429
$1.66M ﹤0.01%
43,383
-12,396
3430
$1.66M ﹤0.01%
60,702
-33,324
3431
$1.66M ﹤0.01%
29,816
-5,892
3432
$1.66M ﹤0.01%
38,945
-20,710
3433
$1.65M ﹤0.01%
126,379
-18,505
3434
$1.65M ﹤0.01%
65,673
+27,889
3435
$1.65M ﹤0.01%
67,714
-7,582
3436
$1.65M ﹤0.01%
165,203
+35,438
3437
$1.65M ﹤0.01%
18,708
+425
3438
$1.65M ﹤0.01%
48,142
-1,046
3439
$1.65M ﹤0.01%
101,589
-1,130
3440
$1.65M ﹤0.01%
32,898
-19,144
3441
$1.64M ﹤0.01%
94,586
+50,406
3442
$1.64M ﹤0.01%
53,593
-296,369
3443
$1.63M ﹤0.01%
59,341
-3,183
3444
$1.63M ﹤0.01%
59,069
+2,790
3445
$1.63M ﹤0.01%
161,610
+59,301
3446
$1.63M ﹤0.01%
118,129
-11,919
3447
$1.63M ﹤0.01%
311,264
+3,508
3448
$1.62M ﹤0.01%
349,065
+217,545
3449
$1.62M ﹤0.01%
67,354
-54,406
3450
$1.62M ﹤0.01%
66,961
-2,574
136 137
138
139 140