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
1626
$13.1M 0.01%
554,460
-1,675
1627
$13.1M 0.01%
606,696
-57,569
1628
$13.1M 0.01%
1,836,290
+44,337
1629
$13M 0.01%
562,667
+59,264
1630
$13M 0.01%
+406,394
1631
$13M 0.01%
778,628
-676,619
1632
$12.9M 0.01%
777,900
-126,570
1633
$12.9M 0.01%
1,602,699
+585,943
1634
$12.9M 0.01%
975,863
-1,930,594
1635
$12.8M ﹤0.01%
240,253
+71,853
1636
$12.8M ﹤0.01%
2,150,655
+417,523
1637
$12.8M ﹤0.01%
331,515
-14,548
1638
$12.8M ﹤0.01%
460,662
-356,452
1639
$12.7M ﹤0.01%
1,327,498
-1,925,693
1640
$12.7M ﹤0.01%
652,892
-48,826
1641
$12.7M ﹤0.01%
657,192
-487,941
1642
$12.7M ﹤0.01%
175,268
+37,775
1643
$12.7M ﹤0.01%
614,786
-44,469
1644
$12.7M ﹤0.01%
203,277
+24,474
1645
$12.6M ﹤0.01%
1,579,361
+7,607
1646
$12.6M ﹤0.01%
93,633
-73,026
1647
$12.6M ﹤0.01%
274,210
-2,727
1648
$12.6M ﹤0.01%
119,465
-29,053
1649
$12.6M ﹤0.01%
2,023,789
+1,457,781
1650
$12.6M ﹤0.01%
700,998
+29,050
64 65
66
67 68