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
1101
$27.8M 0.01%
609,768
+96,053
1102
$27.8M 0.01%
438,102
+346,847
1103
$27.8M 0.01%
264,171
+5,697
1104
$27.8M 0.01%
596,047
-442,877
1105
$27.6M 0.01%
3,828,035
+262,830
1106
$27.6M 0.01%
433,133
+110,077
1107
$27.6M 0.01%
385,181
+225,406
1108
$27.6M 0.01%
1,892,155
+90,336
1109
$27.5M 0.01%
398,099
+8,282
1110
$27.5M 0.01%
1,514,614
-86,803
1111
$27.5M 0.01%
1,495,554
+114,906
1112
$27.4M 0.01%
948,926
+322,151
1113
$27.4M 0.01%
1,064,794
-39,761
1114
$27.4M 0.01%
291,907
-60,916
1115
$27.4M 0.01%
528,582
-72,859
1116
$27.4M 0.01%
874,758
+34,203
1117
$27.3M 0.01%
843,968
-547,633
1118
$27.3M 0.01%
7,850,181
+783,215
1119
$27.2M 0.01%
755,578
-610,349
1120
$27.2M 0.01%
1,116,974
-444,815
1121
$27.2M 0.01%
1,629,602
+522,825
1122
$27.2M 0.01%
587,115
-751,137
1123
$27.1M 0.01%
546,532
+155,311
1124
$27M 0.01%
1,441,514
+11,024
1125
$27M 0.01%
372,151
+28,373
43 44
45
46 47