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
1676
$12.3M ﹤0.01%
938,079
-125,778
1677
$12.3M ﹤0.01%
789,329
-96,018
1678
$12.3M ﹤0.01%
2,965,976
+415,278
1679
$12.2M ﹤0.01%
1,179,699
-2,264,592
1680
$12.2M ﹤0.01%
346,327
-466,350
1681
$12.2M ﹤0.01%
186,289
-150,695
1682
$12.2M ﹤0.01%
245,161
-4,415
1683
$12.2M ﹤0.01%
868,114
+383,369
1684
$12.2M ﹤0.01%
461,253
-32,201
1685
$12.1M ﹤0.01%
1,015,709
+68,375
1686
$12.1M ﹤0.01%
744,552
+25,833
1687
$12.1M ﹤0.01%
677,692
-514,370
1688
$12M ﹤0.01%
901,677
-304,823
1689
$12M ﹤0.01%
361,802
-13,135
1690
$12M ﹤0.01%
202,522
-378,842
1691
$12M ﹤0.01%
982,717
+101,711
1692
$12M ﹤0.01%
278,426
-369,984
1693
$12M ﹤0.01%
489,980
-38,801
1694
$12M ﹤0.01%
361,146
+11,066
1695
$11.9M ﹤0.01%
834,469
-287,574
1696
$11.8M ﹤0.01%
895,233
+375,517
1697
$11.8M ﹤0.01%
991,128
+141,949
1698
$11.8M ﹤0.01%
1,413,809
-22,999
1699
$11.8M ﹤0.01%
393,355
+52
1700
$11.8M ﹤0.01%
353,072
+162,891
66 67
68
69 70