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
1351
$18.4M 0.01%
556,185
-210,060
1352
$18.4M 0.01%
2,598,938
+278,465
1353
$18.4M 0.01%
2,625,620
-104,826
1354
$18.3M 0.01%
1,156,894
+745,169
1355
$18.3M 0.01%
385,122
-1,292,916
1356
$18.3M 0.01%
873,665
-160,780
1357
$18.3M 0.01%
722,946
-647,678
1358
$18.2M 0.01%
393,265
+355,210
1359
$18.1M 0.01%
146,210
-66,242
1360
$18M 0.01%
585,140
+583,810
1361
$18M 0.01%
881,942
-702,575
1362
$18M 0.01%
3,040,671
+1,390,840
1363
$18M 0.01%
294,094
-17,426
1364
$17.9M 0.01%
442,446
+127,065
1365
$17.9M 0.01%
1,157,561
+133,513
1366
$17.9M 0.01%
192,668
-256,384
1367
$17.9M 0.01%
509,007
-489,743
1368
$17.9M 0.01%
474,464
+445,796
1369
$17.8M 0.01%
775,999
+36,258
1370
$17.8M 0.01%
1,465,360
-60,457
1371
$17.8M 0.01%
883,923
-257,512
1372
$17.8M 0.01%
770,913
-1,536,666
1373
$17.8M 0.01%
508,693
+69,600
1374
$17.8M 0.01%
481,856
-150,580
1375
$17.8M 0.01%
761,172
+22,781
53 54
55
56 57