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
526
$83M 0.03%
1,394,518
+26,069
527
$82.8M 0.03%
1,383,637
+199,254
528
$82.7M 0.03%
725,335
-6,288
529
$82.7M 0.03%
2,046,754
-94,707
530
$82.3M 0.03%
2,235,078
-541,010
531
$82M 0.03%
824,804
+77,545
532
$81.7M 0.03%
2,258,017
+814,759
533
$81.6M 0.03%
1,843,903
+1,110,328
534
$81.6M 0.03%
1,511,008
+29,103
535
$81.5M 0.03%
7,673,606
-1,821,616
536
$81.4M 0.03%
1,062,331
-603,652
537
$81.1M 0.03%
1,334,842
+11,264
538
$80.9M 0.03%
1,953,705
-308,080
539
$80.8M 0.03%
1,987,024
-859,433
540
$80.8M 0.03%
3,975,877
-3,758
541
$80.7M 0.03%
13,432,837
-9,854,150
542
$80.3M 0.03%
1,092,834
+134,556
543
$80.1M 0.03%
2,957,308
-2,964,579
544
$80.1M 0.03%
3,012,336
+690,776
545
$79.8M 0.03%
4,372,230
-1,752,825
546
$79.2M 0.03%
1,916,177
-211,918
547
$78.9M 0.03%
3,288,500
-304,190
548
$78.7M 0.03%
3,713,436
+1,333,062
549
$78.6M 0.03%
1,754,967
+32,421
550
$78.3M 0.03%
1,688,973
+176,313
20 21
22
23 24