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
1301
$19.9M 0.01%
191,663
+42,383
1302
$19.8M 0.01%
593,787
+160,237
1303
$19.8M 0.01%
281,365
+122,042
1304
$19.8M 0.01%
564,347
-66,572
1305
$19.8M 0.01%
474,078
+206,366
1306
$19.8M 0.01%
817,190
-642,725
1307
$19.7M 0.01%
844,871
+131,767
1308
$19.6M 0.01%
487,760
-352,346
1309
$19.6M 0.01%
698,118
+13,000
1310
$19.5M 0.01%
249,339
-23,333
1311
$19.5M 0.01%
427,602
-472,770
1312
$19.5M 0.01%
1,675,225
-70,019
1313
$19.5M 0.01%
392,887
+1,943
1314
$19.5M 0.01%
460,990
-580,962
1315
$19.4M 0.01%
214,564
-416,763
1316
$19.4M 0.01%
296,353
-19,605
1317
$19.4M 0.01%
552,836
+304,599
1318
$19.3M 0.01%
1,164,249
-868,612
1319
$19.3M 0.01%
415,090
-271,174
1320
$19.2M 0.01%
1,463,452
+885,488
1321
$19.2M 0.01%
829,043
-90,242
1322
$19.2M 0.01%
711,742
-108,287
1323
$19.2M 0.01%
968,058
-156,862
1324
$19.2M 0.01%
649,338
-108,075
1325
$19M 0.01%
1,635,137
-1,030,595
51 52
53
54 55