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
401
$127M 0.05%
2,160,854
+355,783
402
$127M 0.05%
1,695,991
+250,448
403
$127M 0.05%
2,508,356
-1,874,864
404
$126M 0.05%
2,627,302
-6,412
405
$125M 0.05%
769,301
+183,984
406
$125M 0.05%
5,257,782
+1,470,983
407
$125M 0.05%
1,671,879
+308,875
408
$125M 0.05%
1,139,522
+187,038
409
$125M 0.05%
14,521,509
+914,787
410
$124M 0.05%
1,456,900
-149,953
411
$124M 0.05%
3,200,495
+370,249
412
$124M 0.05%
8,785,564
+6,767,028
413
$124M 0.05%
1,101,781
-96,860
414
$124M 0.05%
7,223,289
+1,820,711
415
$123M 0.05%
3,441,278
-817,263
416
$123M 0.05%
2,659,815
-171,538
417
$123M 0.05%
340,820
+19,156
418
$123M 0.05%
31,430,124
+18,071,303
419
$122M 0.05%
3,344,281
+1,897,853
420
$122M 0.05%
1,328,889
-84,051
421
$122M 0.05%
2,316,669
+87,459
422
$121M 0.05%
3,527,566
+601,534
423
$121M 0.05%
1,356,629
+814,521
424
$121M 0.05%
1,085,155
-18,231
425
$120M 0.05%
2,718,347
+248,322
15 16
17
18 19