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
476
$98.9M 0.04%
2,176,878
+183,601
477
$98.5M 0.04%
2,139,188
-200,635
478
$98.4M 0.04%
1,448,636
+146,055
479
$98.4M 0.04%
10,822,552
+4,049,703
480
$98.4M 0.04%
1,643,112
-565,844
481
$98.2M 0.04%
2,173,877
+205,169
482
$97.9M 0.04%
2,953,600
-50,209
483
$97.3M 0.04%
3,320,945
+120,576
484
$95.8M 0.04%
3,476,848
+256,882
485
$95.6M 0.04%
3,395,867
-1,917,939
486
$95.3M 0.04%
1,809,873
+742,608
487
$95.1M 0.04%
1,379,580
-6,584
488
$95M 0.04%
3,103,728
-1,930,255
489
$95M 0.04%
2,554,413
+167,622
490
$94.9M 0.04%
3,071,709
-71,164
491
$94.9M 0.04%
27,066,769
+21,665
492
$94.8M 0.04%
2,519,655
-7,038,316
493
$94.7M 0.04%
6,970,801
-1,998,374
494
$94.5M 0.04%
41,465,934
+25,734,001
495
$94.2M 0.04%
1,632,512
-26,032
496
$93.8M 0.04%
4,490,877
-15,636,084
497
$93.6M 0.04%
3,469,964
-321,968
498
$93.4M 0.04%
5,829,751
-337,946
499
$93M 0.04%
1,713,500
-238,558
500
$92.9M 0.04%
4,761,706
-1,785,751
18 19
20
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