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
1251
$21.4M 0.01%
414,290
-19,239
1252
$21.4M 0.01%
1,013,095
+98,018
1253
$21.3M 0.01%
660,061
-40,740
1254
$21.3M 0.01%
2,239,724
-297,813
1255
$21.3M 0.01%
2,692,015
+191,347
1256
$21.3M 0.01%
1,824,831
-13,563
1257
$21.3M 0.01%
816,317
-73,215
1258
$21.3M 0.01%
1,227,014
-5,429,385
1259
$21.3M 0.01%
839,926
+774,266
1260
$21.2M 0.01%
471,256
+277,990
1261
$21.2M 0.01%
835,820
+793,362
1262
$21.1M 0.01%
1,300,675
-1,460,994
1263
$21M 0.01%
276,497
-16,751
1264
$20.9M 0.01%
1,044,890
+25,409
1265
$20.9M 0.01%
773,723
+230,405
1266
$20.9M 0.01%
1,066,151
+3,240
1267
$20.8M 0.01%
205,954
-99,533
1268
$20.8M 0.01%
1,606,666
-55,104
1269
$20.8M 0.01%
901,332
-555,591
1270
$20.7M 0.01%
1,055,252
-17,938
1271
$20.7M 0.01%
1,075,308
-1,233,855
1272
$20.7M 0.01%
48,331
+5,873
1273
$20.7M 0.01%
338,743
+122,962
1274
$20.7M 0.01%
356,820
-261,669
1275
$20.7M 0.01%
2,757,495
-61,384
49 50
51
52 53