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
151
$405M 0.16%
3,634,063
-813,646
152
$401M 0.15%
9,577,104
-7,994,757
153
$398M 0.15%
5,067,413
-1,301,270
154
$396M 0.15%
3,454,399
+363,186
155
$394M 0.15%
1,780,573
+164,549
156
$393M 0.15%
5,722,330
-3,415,113
157
$386M 0.15%
13,411,403
-21,548
158
$385M 0.15%
11,392,857
+6,357,714
159
$383M 0.15%
4,471,685
+986,663
160
$381M 0.15%
12,810,971
+246,577
161
$380M 0.15%
4,030,781
-145,312
162
$374M 0.14%
3,084,568
-642,956
163
$372M 0.14%
5,270,863
-425,569
164
$371M 0.14%
4,269,438
-1,242,696
165
$368M 0.14%
6,745,160
+716,340
166
$368M 0.14%
7,064,748
-314,312
167
$365M 0.14%
2,715,502
-92,637
168
$362M 0.14%
9,249,314
+1,078,492
169
$358M 0.14%
3,394,414
-135,453
170
$355M 0.14%
4,641,735
-548,028
171
$355M 0.14%
6,728,166
+771,692
172
$346M 0.13%
6,243,082
-1,929,079
173
$346M 0.13%
6,692,973
-5,924,549
174
$344M 0.13%
2,426,095
+1,063,749
175
$335M 0.13%
20,818,621
-4,984,443
5 6
7
8 9