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
1326
$19M 0.01%
1,257,200
+569,182
1327
$19M 0.01%
765,568
-149,590
1328
$19M 0.01%
224,317
+64,489
1329
$19M 0.01%
265,292
+16,324
1330
$18.9M 0.01%
147,956
-1,201,805
1331
$18.8M 0.01%
391,038
-64,020
1332
$18.8M 0.01%
417,851
+371,287
1333
$18.8M 0.01%
263,971
+13,290
1334
$18.8M 0.01%
216,007
-146,106
1335
$18.8M 0.01%
390,796
-337,880
1336
$18.8M 0.01%
510,146
+300,966
1337
$18.7M 0.01%
513,052
-391,501
1338
$18.7M 0.01%
325,048
-21,954
1339
$18.7M 0.01%
445,773
-74,633
1340
$18.6M 0.01%
1,109,324
-5,617
1341
$18.6M 0.01%
558,679
-92,899
1342
$18.6M 0.01%
447,764
-1,817,479
1343
$18.6M 0.01%
793,498
+136,498
1344
$18.6M 0.01%
860,622
-420,417
1345
$18.6M 0.01%
466,878
+20,892
1346
$18.5M 0.01%
1,280,701
-122,082
1347
$18.5M 0.01%
136,708
+9,682
1348
$18.5M 0.01%
408,461
-207,992
1349
$18.5M 0.01%
190,169
-210,570
1350
$18.5M 0.01%
975,210
+19,006
52 53
54
55 56