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
1201
$23.9M 0.01%
758,974
-157,055
1202
$23.8M 0.01%
1,571,649
+125,934
1203
$23.7M 0.01%
1,560,262
-24,860
1204
$23.7M 0.01%
915,986
+214,270
1205
$23.7M 0.01%
879,687
+47,218
1206
$23.7M 0.01%
399,914
-756,992
1207
$23.6M 0.01%
368,438
+246,578
1208
$23.6M 0.01%
509,835
-86,935
1209
$23.6M 0.01%
2,019,404
-1,305,556
1210
$23.5M 0.01%
364,959
+170,480
1211
$23.5M 0.01%
1,210,281
+83,113
1212
$23.4M 0.01%
526,786
-733,914
1213
$23.4M 0.01%
919,451
+4,182
1214
$23.2M 0.01%
672,738
-628,362
1215
$23.2M 0.01%
2,428,389
-1,769,531
1216
$23.1M 0.01%
2,597,655
-644,796
1217
$23.1M 0.01%
328,925
+49,856
1218
$23M 0.01%
3,165,363
-198,714
1219
$22.9M 0.01%
18,690
-2,008
1220
$22.8M 0.01%
761,550
-20,306
1221
$22.8M 0.01%
496,637
+129,419
1222
$22.8M 0.01%
833,838
-613,735
1223
$22.7M 0.01%
380,686
+11,772
1224
$22.7M 0.01%
809,201
+524,566
1225
$22.6M 0.01%
1,148,871
-480,374
47 48
49
50 51