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
1051
$29.9M 0.01%
703,944
+484,140
1052
$29.9M 0.01%
591,503
-188,297
1053
$29.8M 0.01%
7,370,767
+353,811
1054
$29.7M 0.01%
1,107,823
-105,344
1055
$29.6M 0.01%
1,344,668
-284,786
1056
$29.6M 0.01%
689,652
+35,890
1057
$29.6M 0.01%
1,654,854
+167,573
1058
$29.6M 0.01%
2,823,348
+34,162
1059
$29.5M 0.01%
2,864,616
-4,594,149
1060
$29.5M 0.01%
+1
1061
$29.5M 0.01%
187,608
-64,674
1062
$29.4M 0.01%
441,324
+3,142
1063
$29.4M 0.01%
1,830,484
-2,202,155
1064
$29.3M 0.01%
500,921
-74,737
1065
$29.3M 0.01%
700,237
+228,499
1066
$29.3M 0.01%
1,472,565
-279,897
1067
$29.3M 0.01%
647,853
+229,817
1068
$29.2M 0.01%
742,055
+52,590
1069
$29.2M 0.01%
609,027
+264,987
1070
$29.2M 0.01%
607,998
-1,428,955
1071
$29.1M 0.01%
1,280,136
-77,447
1072
$29.1M 0.01%
1,400,309
+24,923
1073
$29M 0.01%
1,194,581
-336,981
1074
$28.9M 0.01%
448,739
-80,993
1075
$28.9M 0.01%
673,012
-179,455
41 42
43
44 45