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
776
$47.7M 0.02%
1,871,068
+221,581
777
$47.7M 0.02%
3,686,643
+2,278,867
778
$47.4M 0.02%
3,646,897
+1,133,343
779
$47.4M 0.02%
3,322,330
-676,820
780
$47.4M 0.02%
5,035,700
-15,143,100
781
$47.3M 0.02%
1,128,986
-55,243
782
$47.2M 0.02%
2,716,571
+183,107
783
$47.2M 0.02%
1,324,868
-494,380
784
$47M 0.02%
845,048
+35,606
785
$46.9M 0.02%
1,148,175
-1,189,657
786
$46.8M 0.02%
1,652,856
+47,673
787
$46.7M 0.02%
499,931
+204,637
788
$46.7M 0.02%
437,215
+103,300
789
$46.7M 0.02%
1,447,689
+511,833
790
$46.6M 0.02%
986,185
+383,194
791
$46.5M 0.02%
5,199,588
+723,942
792
$46.4M 0.02%
524,447
+170,603
793
$46.3M 0.02%
1,830,104
-139,656
794
$46.3M 0.02%
1,663,168
-80,404
795
$46M 0.02%
1,796,343
+798,447
796
$46M 0.02%
1,708,266
+741,839
797
$45.9M 0.02%
2,600,484
+18,088
798
$45.9M 0.02%
1,486,280
+367,819
799
$45.9M 0.02%
1,579,475
-225,094
800
$45.7M 0.02%
2,685,256
-2,001,856
30 31
32
33 34