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
1476
$15.9M 0.01%
630,772
+44,864
1477
$15.8M 0.01%
2,029,278
+366,707
1478
$15.8M 0.01%
837,818
-175,094
1479
$15.8M 0.01%
465,892
-105,102
1480
$15.8M 0.01%
2,648,385
+789,745
1481
$15.8M 0.01%
268,418
+182,106
1482
$15.7M 0.01%
1,119,452
-626,588
1483
$15.6M 0.01%
708,696
+8,161
1484
$15.6M 0.01%
292,590
+22,093
1485
$15.6M 0.01%
88,966
+54,243
1486
$15.6M 0.01%
61,240
-34,908
1487
$15.6M 0.01%
1,101,365
-21,528
1488
$15.6M 0.01%
1,061,100
+69,571
1489
$15.6M 0.01%
1,638,627
-236,552
1490
$15.5M 0.01%
936,537
+420,568
1491
$15.5M 0.01%
861,070
+25,612
1492
$15.5M 0.01%
176,726
+53,976
1493
$15.5M 0.01%
366,476
+92,986
1494
$15.4M 0.01%
318,072
+80,670
1495
$15.4M 0.01%
89,099
+32,969
1496
$15.4M 0.01%
1,013,036
+51,960
1497
$15.4M 0.01%
856,829
-611,195
1498
$15.4M 0.01%
422,418
+38,350
1499
$15.4M 0.01%
245,304
-26,234
1500
$15.3M 0.01%
1,106,745
-224,484
58 59
60
61 62