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
1601
$13.6M 0.01%
744,539
-541,443
1602
$13.5M 0.01%
586,272
-277,955
1603
$13.5M 0.01%
292,172
+157,322
1604
$13.5M 0.01%
286,598
-139,446
1605
$13.5M 0.01%
130,021
+10,913
1606
$13.5M 0.01%
27,236
-24,672
1607
$13.5M 0.01%
154,135
-162,947
1608
$13.5M 0.01%
361,102
+262,705
1609
$13.5M 0.01%
365,721
+19,680
1610
$13.5M 0.01%
1,295,440
-526,967
1611
$13.5M 0.01%
392,227
-166,729
1612
$13.5M 0.01%
253,798
+220,851
1613
$13.4M 0.01%
247,089
-59,174
1614
$13.4M 0.01%
426,005
+18,749
1615
$13.4M 0.01%
449,044
-163,095
1616
$13.3M 0.01%
275,570
-440,292
1617
$13.3M 0.01%
537,972
+480,747
1618
$13.3M 0.01%
825,337
+51,982
1619
$13.3M 0.01%
244,647
+8,751
1620
$13.2M 0.01%
86,708
-198,325
1621
$13.2M 0.01%
413,663
+87,897
1622
$13.2M 0.01%
722,916
+253,003
1623
$13.1M 0.01%
203,441
+26,510
1624
$13.1M 0.01%
383,011
+342,580
1625
$13.1M 0.01%
1,397,570
-297,600
63 64
65
66 67