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
1401
$17.3M 0.01%
214,874
+150,355
1402
$17.2M 0.01%
479,288
-142,424
1403
$17.2M 0.01%
1,082,586
-241,181
1404
$17.2M 0.01%
184,198
+141,207
1405
$17.2M 0.01%
1,172,111
+655,878
1406
$17.2M 0.01%
186,513
+21,955
1407
$17.2M 0.01%
816,771
+453,148
1408
$17.2M 0.01%
321,510
+218,519
1409
$17.2M 0.01%
1,706,057
-109,453
1410
$17.2M 0.01%
493,192
+99,387
1411
$17.2M 0.01%
526,529
-228,415
1412
$17.2M 0.01%
893,958
-119,219
1413
$17.1M 0.01%
352,578
+204,823
1414
$17M 0.01%
1,281,782
+496,872
1415
$17M 0.01%
341,205
+55,671
1416
$17M 0.01%
583,446
+5,987
1417
$17M 0.01%
83,826
-294,629
1418
$17M 0.01%
906,410
-501,559
1419
$16.9M 0.01%
645,524
+459,341
1420
$16.9M 0.01%
1,241,609
+77,011
1421
$16.9M 0.01%
346,643
-98,018
1422
$16.9M 0.01%
586,857
-566,592
1423
$16.9M 0.01%
454,068
+59,808
1424
$16.8M 0.01%
1,345,305
-114,838
1425
$16.8M 0.01%
797,474
+588,659
55 56
57
58 59