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
551
$78.2M 0.03%
2,266,959
+991,571
552
$78M 0.03%
1,367,667
-431,551
553
$77.6M 0.03%
1,984,449
-327,799
554
$77.4M 0.03%
1,167,541
-273,928
555
$77.2M 0.03%
398,512
-1,227,614
556
$77.1M 0.03%
1,396,532
-651,037
557
$76.8M 0.03%
688,534
-316,837
558
$76.6M 0.03%
4,510,000
-565,968
559
$76.5M 0.03%
1,554,965
+381,884
560
$76.4M 0.03%
4,252,620
+2,059,430
561
$76.2M 0.03%
2,293,039
+89,397
562
$75.9M 0.03%
1,685,427
+960,946
563
$75.8M 0.03%
3,362,223
-3,305
564
$75.8M 0.03%
6,152,770
+585,602
565
$75.8M 0.03%
1,672,356
-598,113
566
$75.7M 0.03%
1,495,308
+1,384,598
567
$75.6M 0.03%
1,949,951
-2,148,420
568
$75.3M 0.03%
918,324
-208,201
569
$75.1M 0.03%
2,744,256
+1,559,344
570
$75.1M 0.03%
6,004,311
+2,784,602
571
$75M 0.03%
2,936,533
-665,448
572
$74.5M 0.03%
5,651,732
-187,993
573
$74.5M 0.03%
1,569,950
+199,127
574
$74.1M 0.03%
547,741
+239,366
575
$73.5M 0.03%
2,171,792
-1,841,368
21 22
23
24 25