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
1001
$32.5M 0.01%
502,630
-354,428
1002
$32.5M 0.01%
666,143
+24,187
1003
$32.3M 0.01%
1,316,274
-626,121
1004
$32.3M 0.01%
906,230
-264,296
1005
$32.2M 0.01%
1,060,554
-675,731
1006
$32.2M 0.01%
717,391
-219,619
1007
$32.2M 0.01%
1,040,387
-230,097
1008
$32.2M 0.01%
2,212,740
-227,410
1009
$32.1M 0.01%
2,119,495
-474,253
1010
$32M 0.01%
245,462
+25,234
1011
$32M 0.01%
1,384,470
-1,695,697
1012
$32M 0.01%
1,174,549
+177,947
1013
$31.8M 0.01%
1,232,315
-638,863
1014
$31.8M 0.01%
1,384,458
+3,717
1015
$31.7M 0.01%
135,640
+7,617
1016
$31.6M 0.01%
425,324
+249,856
1017
$31.5M 0.01%
774,046
-340,298
1018
$31.5M 0.01%
1,307,032
+131,226
1019
$31.5M 0.01%
1,022,609
+467,594
1020
$31.5M 0.01%
503,597
-326,477
1021
$31.4M 0.01%
2,197,573
+742,564
1022
$31.4M 0.01%
933,372
-453,960
1023
$31.3M 0.01%
500,595
+60,236
1024
$31.2M 0.01%
5,366,067
+1,100,486
1025
$31.1M 0.01%
3,458,254
-130,176
39 40
41
42 43