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
1076
$28.9M 0.01%
3,717,046
+447,094
1077
$28.9M 0.01%
732,087
+275,148
1078
$28.8M 0.01%
353,225
-56,575
1079
$28.8M 0.01%
1,951,231
-26,599
1080
$28.7M 0.01%
1,883,122
-2,316,987
1081
$28.7M 0.01%
592,352
-360,993
1082
$28.6M 0.01%
635,131
-466,978
1083
$28.5M 0.01%
359,102
+49,276
1084
$28.5M 0.01%
4,657,500
-2,479,590
1085
$28.4M 0.01%
626,528
-76,842
1086
$28.4M 0.01%
187,592
+47,857
1087
$28.4M 0.01%
920,829
+650,285
1088
$28.4M 0.01%
530,477
+325,326
1089
$28.4M 0.01%
1,129,080
-100,665
1090
$28.4M 0.01%
3,491,372
+20,530
1091
$28.3M 0.01%
622,823
+110,361
1092
$28.3M 0.01%
368,015
+123,511
1093
$28.2M 0.01%
1,772,825
-141,432
1094
$28.2M 0.01%
532,294
-151,530
1095
$28.1M 0.01%
222,761
-36,690
1096
$28M 0.01%
1,055,667
-111,928
1097
$28M 0.01%
207,148
+109,743
1098
$28M 0.01%
3,585,423
-127,744
1099
$27.9M 0.01%
127,858
-38,667
1100
$27.9M 0.01%
3,489,238
-6,319,532
42 43
44
45 46