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 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
1426
$16.8M 0.01%
1,036,806
-34,398
1427
$16.8M 0.01%
180,710
+64,725
1428
$16.8M 0.01%
257,914
+252,267
1429
$16.8M 0.01%
722,855
-244,889
1430
$16.7M 0.01%
344,734
-22,187
1431
$16.7M 0.01%
1,195,311
+727,724
1432
$16.7M 0.01%
2,743,020
-263,577
1433
$16.6M 0.01%
1,242,826
-828,111
1434
$16.6M 0.01%
9,596
-12,848
1435
$16.6M 0.01%
178,691
+122,749
1436
$16.6M 0.01%
479,475
-774,776
1437
$16.6M 0.01%
331,442
+15,170
1438
$16.6M 0.01%
496,506
+63,143
1439
$16.5M 0.01%
469,887
-26,299
1440
$16.5M 0.01%
271,500
+57,218
1441
$16.5M 0.01%
148,307
+36,637
1442
$16.4M 0.01%
768,444
+53,254
1443
$16.4M 0.01%
295,333
+218,800
1444
$16.4M 0.01%
1,213,608
+598,578
1445
$16.4M 0.01%
401,182
+61,154
1446
$16.4M 0.01%
848,521
-132,115
1447
$16.4M 0.01%
612,072
-107,058
1448
$16.4M 0.01%
374,163
+49,505
1449
$16.3M 0.01%
528,163
-133,099
1450
$16.3M 0.01%
651,684
-4,632