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
1501
$15.3M 0.01%
374,652
-104,208
1502
$15.3M 0.01%
339,799
+86,606
1503
$15.3M 0.01%
218,302
-48,771
1504
$15.3M 0.01%
1,008,740
+389,735
1505
$15.3M 0.01%
806,024
+747,219
1506
$15.2M 0.01%
243,028
-45,949
1507
$15.2M 0.01%
483,216
-188,250
1508
$15.2M 0.01%
560,013
-136,030
1509
$15.2M 0.01%
616,886
+93,581
1510
$15.2M 0.01%
188,202
-67,203
1511
$15.2M 0.01%
425,412
-643,437
1512
$15.2M 0.01%
1,017,644
+183,396
1513
$15.2M 0.01%
395,890
-357,885
1514
$15.2M 0.01%
374,115
+61,146
1515
$15.1M 0.01%
585,922
-75,142
1516
$15.1M 0.01%
382,688
+249,838
1517
$15.1M 0.01%
1,754,777
+610,578
1518
$15.1M 0.01%
1,222,862
+14,217
1519
$15.1M 0.01%
783,093
-15,449
1520
$15M 0.01%
1,078,736
-40,126
1521
$15M 0.01%
181,404
+115,588
1522
$15M 0.01%
338,515
-769,489
1523
$15M 0.01%
364,280
-88,524
1524
$15M 0.01%
171,251
+9,103
1525
$14.9M 0.01%
1,209,228
+17,009
59 60
61
62 63