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
976
$34M 0.01%
1,545,021
-905,530
977
$33.9M 0.01%
785,927
-363,104
978
$33.9M 0.01%
2,349,044
+948,972
979
$33.9M 0.01%
631,276
+165,609
980
$33.9M 0.01%
2,108,762
-153,631
981
$33.8M 0.01%
1,500,641
-250,193
982
$33.8M 0.01%
2,501,063
+1,694,195
983
$33.7M 0.01%
548,444
-78,455
984
$33.7M 0.01%
555,418
-358,975
985
$33.6M 0.01%
1,416,694
+135,299
986
$33.6M 0.01%
1,857,498
-776,820
987
$33.5M 0.01%
1,308,470
-179,008
988
$33.5M 0.01%
458,479
-129,075
989
$33.4M 0.01%
1,087,500
+146,589
990
$33.4M 0.01%
335,915
+196,652
991
$33.4M 0.01%
602,030
+418,507
992
$33.4M 0.01%
4,533,945
-877,811
993
$33.3M 0.01%
2,592,948
+790,660
994
$33.3M 0.01%
839,658
+506,012
995
$33.3M 0.01%
318,477
-7,112
996
$33.1M 0.01%
562,037
-56,712
997
$33M 0.01%
2,103,725
-210,963
998
$32.8M 0.01%
425,324
-90,771
999
$32.7M 0.01%
3,102,694
-249,346
1000
$32.7M 0.01%
1,207,653
-417,480
38 39
40
41 42