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
1026
$30.9M 0.01%
574,698
-158,603
1027
$30.8M 0.01%
358,584
+11,993
1028
$30.8M 0.01%
698,001
+12,663
1029
$30.8M 0.01%
981,026
-66,137
1030
$30.7M 0.01%
343,738
+267,630
1031
$30.7M 0.01%
284,721
-427,621
1032
$30.7M 0.01%
833,451
-53,827
1033
$30.6M 0.01%
6,165,021
-601,536
1034
$30.6M 0.01%
996,148
-1,176
1035
$30.6M 0.01%
1,650,166
-197,156
1036
$30.6M 0.01%
852,430
-88,304
1037
$30.6M 0.01%
684,241
+111,318
1038
$30.6M 0.01%
407,148
-338,695
1039
$30.5M 0.01%
1,795,836
+512,114
1040
$30.4M 0.01%
1,159,346
+438,443
1041
$30.4M 0.01%
476,165
+170,282
1042
$30.4M 0.01%
1,439,057
-1,724,735
1043
$30.3M 0.01%
367,439
+127,720
1044
$30.3M 0.01%
91,565
-9,515
1045
$30.3M 0.01%
1,609,496
-310,258
1046
$30.3M 0.01%
2,356,413
+527,021
1047
$30.1M 0.01%
766,198
+137,683
1048
$30M 0.01%
887,257
-881,314
1049
$30M 0.01%
2,138,492
+122,489
1050
$30M 0.01%
734,775
+139,932
40 41
42
43 44