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
1151
$25.9M 0.01%
2,241,064
+901,957
1152
$25.9M 0.01%
1,624,645
+87,877
1153
$25.9M 0.01%
813,073
-115,132
1154
$25.8M 0.01%
787,037
-40,413
1155
$25.8M 0.01%
841,113
-232,484
1156
$25.7M 0.01%
449,594
-135,397
1157
$25.7M 0.01%
746,516
-111,818
1158
$25.7M 0.01%
698,591
-678,221
1159
$25.6M 0.01%
636,922
-169,303
1160
$25.6M 0.01%
3,461,114
-818,728
1161
$25.6M 0.01%
1,184,374
-126,567
1162
$25.5M 0.01%
343,146
-143,507
1163
$25.5M 0.01%
827,507
-478,352
1164
$25.5M 0.01%
985,087
-114,798
1165
$25.4M 0.01%
237,297
-76,933
1166
$25.3M 0.01%
301,892
-142,904
1167
$25.3M 0.01%
1,632,548
-369,666
1168
$25.2M 0.01%
279,307
-108,197
1169
$25.2M 0.01%
867,580
-370,809
1170
$25.2M 0.01%
442,449
+7,071
1171
$25.1M 0.01%
758,850
+726,534
1172
$25.1M 0.01%
562,978
-143,734
1173
$25.1M 0.01%
332,182
-12,389
1174
$25M 0.01%
156,172
-190,032
1175
$25M 0.01%
504,067
-2,306
45 46
47
48 49