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
26
$1.18B 0.46%
7,890,604
+573,579
27
$1.17B 0.45%
10,977,964
-265,243
28
$1.15B 0.44%
23,753,964
+2,861,419
29
$1.13B 0.43%
8,438,413
-1,829,897
30
$1.12B 0.43%
16,569,261
-1,112,580
31
$1.12B 0.43%
13,613,474
+539,324
32
$1.09B 0.42%
27,132,079
+455,418
33
$1.08B 0.42%
37,220,596
-1,896,208
34
$1.06B 0.41%
12,251,260
+9,162,383
35
$1.06B 0.41%
37,640,795
-1,792,936
36
$1.05B 0.41%
7,432,599
+220,700
37
$1.05B 0.4%
17,102,437
+3,017,708
38
$1.02B 0.39%
13,839,791
+272,582
39
$1.02B 0.39%
13,598,350
-662,221
40
$1.02B 0.39%
22,273,022
-3,435,257
41
$998M 0.38%
8,648,943
-184,219
42
$957M 0.37%
19,012,972
-5,003,247
43
$914M 0.35%
6,310,504
+1,708,340
44
$906M 0.35%
14,379,330
+1,896,119
45
$903M 0.35%
14,136,125
-411,847
46
$889M 0.34%
9,673,546
-940,580
47
$875M 0.34%
2,569,390
-302,765
48
$866M 0.33%
28,347,326
+2,632,456
49
$864M 0.33%
56,382,000
-3,545,430
50
$847M 0.33%
11,287,409
+2,191,811
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2
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