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
1451
$16.3M 0.01%
621,216
+7,523
1452
$16.2M 0.01%
3,463,906
+29,197
1453
$16.2M 0.01%
1,471,094
+420,072
1454
$16.2M 0.01%
1,865,269
-292,426
1455
$16.2M 0.01%
264,462
-724,200
1456
$16.2M 0.01%
960,558
-191,707
1457
$16.1M 0.01%
1,961,680
+175,331
1458
$16.1M 0.01%
243,956
-62,190
1459
$16.1M 0.01%
714,843
+418,315
1460
$16.1M 0.01%
1,016,238
-42,779
1461
$16.1M 0.01%
311,645
+118,923
1462
$16M 0.01%
499,291
-174,961
1463
$16M 0.01%
705,259
+518,968
1464
$16M 0.01%
+895,404
1465
$16M 0.01%
342,765
-333,352
1466
$16M 0.01%
432,743
-84,000
1467
$16M 0.01%
2,129,628
-58,599
1468
$16M 0.01%
582,906
-1,144,962
1469
$16M 0.01%
1,100,441
+45,037
1470
$16M 0.01%
220,052
-48,567
1471
$16M 0.01%
539,665
+191,162
1472
$16M 0.01%
1,558,172
+364,410
1473
$15.9M 0.01%
647,812
+154,375
1474
$15.9M 0.01%
457,870
-106,448
1475
$15.9M 0.01%
89,161
+31,901
57 58
59
60 61