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
1376
$17.7M 0.01%
97,089
-7,968
1377
$17.7M 0.01%
4,487,836
+1,172,501
1378
$17.7M 0.01%
816,065
+667,120
1379
$17.7M 0.01%
807,528
-46,221
1380
$17.7M 0.01%
3,172,035
+130,465
1381
$17.7M 0.01%
1,226,970
-403,520
1382
$17.7M 0.01%
449,326
-414,783
1383
$17.7M 0.01%
110,690
-137,743
1384
$17.6M 0.01%
1,641,460
+35,897
1385
$17.6M 0.01%
153,191
+53,079
1386
$17.6M 0.01%
1,351,280
+43,881
1387
$17.5M 0.01%
1,281,649
-1,271,756
1388
$17.5M 0.01%
337,049
+97,021
1389
$17.5M 0.01%
169,653
+112,735
1390
$17.5M 0.01%
143,698
-3,104
1391
$17.5M 0.01%
198,074
-131,656
1392
$17.5M 0.01%
130,554
+109,479
1393
$17.4M 0.01%
1,308,478
+303,974
1394
$17.4M 0.01%
768,194
+319,341
1395
$17.4M 0.01%
573,690
-1,533,210
1396
$17.4M 0.01%
253,968
+94,336
1397
$17.4M 0.01%
712,995
+565,500
1398
$17.3M 0.01%
4,152,250
-796,103
1399
$17.3M 0.01%
806,024
-185,377
1400
$17.3M 0.01%
938,243
-21,301
54 55
56
57 58