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
1126
$26.9M 0.01%
411,056
-25,586
1127
$26.9M 0.01%
1,189,138
+243,779
1128
$26.9M 0.01%
443,825
-53,652
1129
$26.9M 0.01%
2,412,595
-1,599,043
1130
$26.8M 0.01%
3,847,257
-315,657
1131
$26.7M 0.01%
335,084
+163,763
1132
$26.7M 0.01%
563,023
-113,084
1133
$26.7M 0.01%
628,106
+114,349
1134
$26.6M 0.01%
1,036,389
+53,637
1135
$26.4M 0.01%
2,885,857
-1,310,259
1136
$26.3M 0.01%
520,464
-249,054
1137
$26.3M 0.01%
248,228
-210,041
1138
$26.3M 0.01%
578,569
-1,141,892
1139
$26.3M 0.01%
315,476
-9,253
1140
$26.2M 0.01%
646,034
-73,716
1141
$26.2M 0.01%
127,796
-2,512
1142
$26.1M 0.01%
925,400
+121,008
1143
$26.1M 0.01%
1,911,493
+427,876
1144
$26.1M 0.01%
1,642,496
+1,402,145
1145
$26M 0.01%
1,054,230
-675,890
1146
$26M 0.01%
1,133,549
+83,031
1147
$26M 0.01%
658,612
-218,423
1148
$26M 0.01%
243,386
-159,737
1149
$25.9M 0.01%
1,145,290
-867,571
1150
$25.9M 0.01%
1,082,812
+268,219
44 45
46
47 48