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
1226
$22.6M 0.01%
1,250,560
-1,984,440
1227
$22.5M 0.01%
1,780,407
-534,104
1228
$22.5M 0.01%
2,217,397
-351,691
1229
$22.4M 0.01%
515,049
+35,498
1230
$22.3M 0.01%
595,918
-555,933
1231
$22.3M 0.01%
2,219,821
+709,370
1232
$22.2M 0.01%
604,173
-130,857
1233
$22.2M 0.01%
1,391,161
+47,850
1234
$22.2M 0.01%
275,544
-368,907
1235
$22.1M 0.01%
1,022,997
-119,327
1236
$22.1M 0.01%
1,839,473
-101,980
1237
$22.1M 0.01%
1,075,948
+527,390
1238
$22M 0.01%
1,638,557
+1,504,382
1239
$22M 0.01%
2,770,048
-583,556
1240
$21.9M 0.01%
427,002
-194,366
1241
$21.9M 0.01%
404,046
+122,386
1242
$21.9M 0.01%
527,288
+343,880
1243
$21.8M 0.01%
1,355,835
+288,235
1244
$21.8M 0.01%
337,917
-215,479
1245
$21.7M 0.01%
204,098
+61,356
1246
$21.7M 0.01%
286,855
-60,157
1247
$21.7M 0.01%
2,142,254
+315,688
1248
$21.5M 0.01%
18,900
-2,318
1249
$21.5M 0.01%
323,732
+170,574
1250
$21.5M 0.01%
376,566
-217,427
48 49
50
51 52