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
1576
$14M 0.01%
293,832
-125,123
1577
$14M 0.01%
367,810
-139,564
1578
$14M 0.01%
231,872
-238,340
1579
$14M 0.01%
748,355
-974,970
1580
$14M 0.01%
597,763
+7,044
1581
$14M 0.01%
321,325
-24,765
1582
$13.9M 0.01%
392,974
+40,808
1583
$13.9M 0.01%
1,264,047
+15,494
1584
$13.9M 0.01%
593,984
-48,819
1585
$13.9M 0.01%
1,770,521
-96,868
1586
$13.9M 0.01%
518,929
+35,393
1587
$13.8M 0.01%
207,175
+70,527
1588
$13.8M 0.01%
237,726
-66,118
1589
$13.8M 0.01%
1,247,892
-331,208
1590
$13.7M 0.01%
172,731
-8,733
1591
$13.7M 0.01%
950,478
+910,223
1592
$13.7M 0.01%
304,963
+294,801
1593
$13.7M 0.01%
264,048
+598
1594
$13.7M 0.01%
283,544
+75,661
1595
$13.7M 0.01%
815,118
-327,922
1596
$13.6M 0.01%
208,208
-20,388
1597
$13.6M 0.01%
1,662,414
-763,420
1598
$13.6M 0.01%
945,708
+27,369
1599
$13.6M 0.01%
135,104
-28,641
1600
$13.6M 0.01%
445,993
-10,512
62 63
64
65 66