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
3476
$1.58M ﹤0.01%
148,046
-8,736
3477
$1.57M ﹤0.01%
70,912
+41,210
3478
$1.57M ﹤0.01%
29,596
-8,540
3479
$1.57M ﹤0.01%
264,437
+105,444
3480
$1.57M ﹤0.01%
943,473
-1,117,255
3481
$1.57M ﹤0.01%
130,728
-21,887
3482
$1.56M ﹤0.01%
57,405
+11,133
3483
$1.56M ﹤0.01%
31,160
+6,000
3484
$1.56M ﹤0.01%
97,380
+18,905
3485
$1.56M ﹤0.01%
861,373
-78,898
3486
$1.56M ﹤0.01%
107,624
+102,098
3487
$1.56M ﹤0.01%
61,355
+14,639
3488
$1.56M ﹤0.01%
115,194
+1,548
3489
$1.56M ﹤0.01%
84,917
-38,480
3490
$1.56M ﹤0.01%
14,085
-9,877
3491
$1.55M ﹤0.01%
25,117
-53,836
3492
$1.55M ﹤0.01%
20,209
+2,399
3493
$1.55M ﹤0.01%
12,421
+8,660
3494
$1.55M ﹤0.01%
526,360
+244,316
3495
$1.54M ﹤0.01%
156,764
-4,753
3496
$1.54M ﹤0.01%
82,030
+33,390
3497
$1.54M ﹤0.01%
219,684
+38,222
3498
$1.54M ﹤0.01%
164,016
-264,136
3499
$1.54M ﹤0.01%
9,460
-3,716
3500
$1.54M ﹤0.01%
45,384
+9,171
138 139
140
141 142