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
1176
$24.9M 0.01%
354,830
+132,220
1177
$24.9M 0.01%
682,717
-569,422
1178
$24.9M 0.01%
1,656,784
-1,762,794
1179
$24.8M 0.01%
355,748
-414,146
1180
$24.8M 0.01%
296,900
-25,981
1181
$24.8M 0.01%
1,139,995
-335,118
1182
$24.7M 0.01%
416,857
+104,956
1183
$24.6M 0.01%
1,976,254
-413,503
1184
$24.6M 0.01%
821,403
-313,937
1185
$24.5M 0.01%
472,687
+82,991
1186
$24.5M 0.01%
262,383
-78,774
1187
$24.4M 0.01%
653,108
+38,699
1188
$24.4M 0.01%
581,617
+962
1189
$24.2M 0.01%
1,565,461
-229,146
1190
$24.2M 0.01%
885,294
-174,950
1191
$24.2M 0.01%
203,853
-36,604
1192
$24.2M 0.01%
2,795,096
+2,635,873
1193
$24.1M 0.01%
1,278,525
-525,670
1194
$24.1M 0.01%
118,972
+9,698
1195
$24.1M 0.01%
556,288
+198,968
1196
$24M 0.01%
644,332
+106,908
1197
$23.9M 0.01%
639,962
-93,008
1198
$23.9M 0.01%
424,945
+354,525
1199
$23.9M 0.01%
290,932
+21,908
1200
$23.9M 0.01%
717,901
+441,386
46 47
48
49 50