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
3501
$1.54M ﹤0.01%
70,746
-57,333
3502
$1.53M ﹤0.01%
52,213
+30,793
3503
$1.53M ﹤0.01%
75,502
-12,620
3504
$1.53M ﹤0.01%
31,104
-32,251
3505
$1.52M ﹤0.01%
373
+73
3506
$1.52M ﹤0.01%
168,753
-3,658
3507
$1.52M ﹤0.01%
66,155
-40,013
3508
$1.51M ﹤0.01%
36,724
-2,220
3509
$1.51M ﹤0.01%
99,076
-30,534
3510
$1.51M ﹤0.01%
41,333
-3,430
3511
$1.51M ﹤0.01%
152,567
+137,298
3512
$1.51M ﹤0.01%
44,107
-7,154
3513
$1.51M ﹤0.01%
124,572
+4,870
3514
$1.51M ﹤0.01%
423,275
-144,153
3515
$1.5M ﹤0.01%
68,313
+16,919
3516
$1.5M ﹤0.01%
75,105
-230,746
3517
$1.5M ﹤0.01%
10,681
-1,773
3518
$1.5M ﹤0.01%
38,948
+10,774
3519
$1.5M ﹤0.01%
52,112
-140,143
3520
$1.49M ﹤0.01%
69,338
+6,046
3521
$1.49M ﹤0.01%
150,684
-90,542
3522
$1.49M ﹤0.01%
225,506
-1,659,501
3523
$1.49M ﹤0.01%
84,911
+81,797
3524
$1.49M ﹤0.01%
127,628
+31,568
3525
$1.48M ﹤0.01%
37,450
-28,243
139 140
141
142 143