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
926
$36.9M 0.01%
436,491
+317,373
927
$36.9M 0.01%
332,083
+119,137
928
$36.9M 0.01%
2,328,673
+1,456,242
929
$36.8M 0.01%
601,826
+169,583
930
$36.7M 0.01%
849,659
-201,275
931
$36.7M 0.01%
30,596
+12,724
932
$36.6M 0.01%
1,209,786
+278,020
933
$36.6M 0.01%
680,418
+151
934
$36.5M 0.01%
626,554
-141,385
935
$36.5M 0.01%
889,248
-51,976
936
$36.4M 0.01%
1,042,554
-879,245
937
$36.4M 0.01%
2,517,262
-96,506
938
$36.3M 0.01%
620,174
-3,080
939
$36.2M 0.01%
387,436
-3,887
940
$36.2M 0.01%
2,385,298
-31,419
941
$36.2M 0.01%
2,694,487
+389,674
942
$36.1M 0.01%
384,110
-451,771
943
$36M 0.01%
1,570,255
-900,929
944
$36M 0.01%
2,463,489
-151,057
945
$36M 0.01%
498,752
-115,163
946
$35.9M 0.01%
1,079,154
+35,335
947
$35.8M 0.01%
5,223,020
+3,803,033
948
$35.8M 0.01%
2,400,450
+55,138
949
$35.8M 0.01%
1,326,186
+6,164
950
$35.6M 0.01%
7,991,991
+1,298,537
36 37
38
39 40