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
1551
$14.6M 0.01%
926,273
-168,750
1552
$14.6M 0.01%
627,240
-183,426
1553
$14.5M 0.01%
1,311,158
+123,271
1554
$14.5M 0.01%
717,383
+65,838
1555
$14.5M 0.01%
751,926
-55,806
1556
$14.5M 0.01%
2,477,650
-543,720
1557
$14.5M 0.01%
686,352
+19,880
1558
$14.5M 0.01%
427,819
+39,688
1559
$14.5M 0.01%
152,524
-49,960
1560
$14.5M 0.01%
954,577
+213,181
1561
$14.4M 0.01%
284,387
+135,415
1562
$14.4M 0.01%
402,833
+166,997
1563
$14.4M 0.01%
477,390
-86,333
1564
$14.3M 0.01%
582,235
-5,132
1565
$14.3M 0.01%
114,642
+81,567
1566
$14.2M 0.01%
1,339,170
+63,163
1567
$14.2M 0.01%
600,763
-10,918
1568
$14.2M 0.01%
231,177
-429,121
1569
$14.1M 0.01%
506,079
+395,225
1570
$14.1M 0.01%
554,380
-151,760
1571
$14.1M 0.01%
757,868
-125,933
1572
$14.1M 0.01%
285,311
-10,703
1573
$14.1M 0.01%
15,920
-8,401
1574
$14.1M 0.01%
297,178
-49,404
1575
$14M 0.01%
227,840
+70,655
61 62
63
64 65