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
3451
$1.62M ﹤0.01%
135,244
+15,399
3452
$1.62M ﹤0.01%
133,002
-22,913
3453
$1.61M ﹤0.01%
364,516
-165,299
3454
$1.61M ﹤0.01%
33,036
-113,936
3455
$1.61M ﹤0.01%
158,660
+58,510
3456
$1.61M ﹤0.01%
43,851
-33,200
3457
$1.61M ﹤0.01%
81,413
-49,605
3458
$1.61M ﹤0.01%
407,927
-1,561,423
3459
$1.6M ﹤0.01%
33,066
+3,738
3460
$1.6M ﹤0.01%
101,273
+39,278
3461
$1.6M ﹤0.01%
10,525
-2,197
3462
$1.6M ﹤0.01%
63,058
+40,217
3463
$1.6M ﹤0.01%
97,963
+51,246
3464
$1.6M ﹤0.01%
115,216
-10,378
3465
$1.59M ﹤0.01%
137,428
+64,296
3466
$1.59M ﹤0.01%
103,369
-120,708
3467
$1.59M ﹤0.01%
51,961
-62,169
3468
$1.59M ﹤0.01%
71,289
+470
3469
$1.59M ﹤0.01%
85
+80
3470
$1.58M ﹤0.01%
2,041
+1,765
3471
$1.58M ﹤0.01%
84,426
+7,654
3472
$1.58M ﹤0.01%
326,374
+12,086
3473
$1.58M ﹤0.01%
11,568
-59,986
3474
$1.58M ﹤0.01%
9,856
-1,228
3475
$1.58M ﹤0.01%
44,719
-286,979
137 138
139
140 141