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
376
$140M 0.05%
2,957,451
+838,680
377
$139M 0.05%
5,874,746
-1,169,495
378
$139M 0.05%
5,027,670
-705,032
379
$139M 0.05%
1,042,750
-509,931
380
$139M 0.05%
5,461,578
-726,190
381
$138M 0.05%
2,033,369
+19,804
382
$137M 0.05%
4,536,449
+306,072
383
$136M 0.05%
24,367,822
+9,991,849
384
$136M 0.05%
9,090,923
+2,318,301
385
$135M 0.05%
29,885,710
+24,478,181
386
$135M 0.05%
3,673,193
-1,164,396
387
$134M 0.05%
10,376,588
+1,737,866
388
$133M 0.05%
2,582,395
+1,058,807
389
$133M 0.05%
2,646,870
+504,121
390
$131M 0.05%
1,066,137
-51,987
391
$131M 0.05%
1,732,150
+143,143
392
$130M 0.05%
2,008,655
-28,854
393
$130M 0.05%
6,216,476
-445,667
394
$130M 0.05%
8,820,836
+1,239,254
395
$130M 0.05%
1,346,126
+518,313
396
$130M 0.05%
2,851,552
-71,302
397
$130M 0.05%
2,242,197
+552,314
398
$130M 0.05%
1,027,352
+11,127
399
$129M 0.05%
2,469,362
+701,006
400
$128M 0.05%
3,124,634
-1,088,611
14 15
16
17 18