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
1526
$14.9M 0.01%
1,100,954
+62,644
1527
$14.9M 0.01%
1,014,107
-1,236
1528
$14.9M 0.01%
2,435,036
+274,100
1529
$14.9M 0.01%
1,348,521
-81,063
1530
$14.9M 0.01%
281,997
+110,126
1531
$14.9M 0.01%
204,959
+47,964
1532
$14.9M 0.01%
889,051
-840,168
1533
$14.9M 0.01%
586,110
-25,099
1534
$14.8M 0.01%
953,550
+5,582
1535
$14.8M 0.01%
1,374,924
-31,411
1536
$14.8M 0.01%
698,099
-203,498
1537
$14.8M 0.01%
3,726,970
+3,165,930
1538
$14.8M 0.01%
139,505
-24,862
1539
$14.8M 0.01%
149,397
+27,777
1540
$14.7M 0.01%
+607,354
1541
$14.7M 0.01%
625,446
+543,873
1542
$14.7M 0.01%
732,427
+303,461
1543
$14.7M 0.01%
149,487
-77,624
1544
$14.7M 0.01%
434,632
+44,121
1545
$14.7M 0.01%
398,002
-24,336
1546
$14.6M 0.01%
829,425
-255,913
1547
$14.6M 0.01%
272,351
+598
1548
$14.6M 0.01%
1,111,093
-23,654
1549
$14.6M 0.01%
595,194
+308,279
1550
$14.6M 0.01%
522,125
+514,898
60 61
62
63 64