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
3526
$1.48M ﹤0.01%
72,448
+37,592
3527
$1.48M ﹤0.01%
125,720
-104,903
3528
$1.48M ﹤0.01%
93,498
+6,267
3529
$1.47M ﹤0.01%
35,728
+7,230
3530
$1.47M ﹤0.01%
64,399
-452,127
3531
$1.47M ﹤0.01%
135,975
+59,173
3532
$1.47M ﹤0.01%
45,670
+6,063
3533
$1.47M ﹤0.01%
100,227
-32,069
3534
$1.47M ﹤0.01%
44,417
-9,735
3535
$1.47M ﹤0.01%
66,916
-37,815
3536
$1.46M ﹤0.01%
88,605
-8,192
3537
$1.46M ﹤0.01%
203,351
+28,547
3538
$1.46M ﹤0.01%
58,935
-34,845
3539
$1.46M ﹤0.01%
84,225
+83,493
3540
$1.45M ﹤0.01%
27,892
+17,908
3541
$1.45M ﹤0.01%
49,677
+575
3542
$1.45M ﹤0.01%
93,039
-66,459
3543
$1.45M ﹤0.01%
1,830
-831
3544
$1.45M ﹤0.01%
57,688
+54,129
3545
$1.45M ﹤0.01%
98,160
-95,201
3546
$1.44M ﹤0.01%
42,668
-12,599
3547
$1.44M ﹤0.01%
136,171
-43,489
3548
$1.44M ﹤0.01%
144,712
+23,292
3549
$1.43M ﹤0.01%
19,795
+3,397
3550
$1.43M ﹤0.01%
23,705
-372,813
140 141
142
143 144