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
801
$45.7M 0.02%
2,237,754
+866,172
802
$45.5M 0.02%
834,263
-39,446
803
$45.4M 0.02%
1,524,098
+461,066
804
$45.2M 0.02%
2,891,316
-205,443
805
$45M 0.02%
1,607,502
+331,137
806
$45M 0.02%
2,170,036
+386,281
807
$45M 0.02%
1,477,860
+398,671
808
$44.9M 0.02%
1,031,067
+7,480
809
$44.8M 0.02%
767,964
+80,256
810
$44.8M 0.02%
2,088,505
+20,590
811
$44.8M 0.02%
482,865
+179,895
812
$44.7M 0.02%
1,286,434
+225,743
813
$44.7M 0.02%
1,217,184
-470,061
814
$44.5M 0.02%
760,986
-89,498
815
$44.3M 0.02%
1,639,276
+296,860
816
$44.2M 0.02%
2,134,290
+92,059
817
$44.2M 0.02%
1,127,918
-122,480
818
$44.2M 0.02%
601,959
+51,850
819
$44.1M 0.02%
1,530,071
-253,212
820
$44.1M 0.02%
1,442,604
-468,570
821
$44M 0.02%
948,377
-33,049
822
$43.8M 0.02%
412,677
+11,227
823
$43.7M 0.02%
915,044
-168,957
824
$43.7M 0.02%
242,216
-145,751
825
$43.7M 0.02%
2,322,299
+362,939
31 32
33
34 35