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
1726
$11.5M ﹤0.01%
344,382
-79,303
1727
$11.5M ﹤0.01%
495,052
+49,636
1728
$11.5M ﹤0.01%
3,610
+3,203
1729
$11.4M ﹤0.01%
126,528
+76,915
1730
$11.4M ﹤0.01%
205,693
+20,920
1731
$11.4M ﹤0.01%
630,596
-112,872
1732
$11.4M ﹤0.01%
740,420
-450,949
1733
$11.4M ﹤0.01%
170,916
+106,473
1734
$11.3M ﹤0.01%
601,679
+249,579
1735
$11.3M ﹤0.01%
171,794
+77,503
1736
$11.3M ﹤0.01%
294,116
+15,016
1737
$11.3M ﹤0.01%
422,383
+320,013
1738
$11.3M ﹤0.01%
477,882
+206,508
1739
$11.3M ﹤0.01%
523,707
+95,413
1740
$11.3M ﹤0.01%
475,990
+400,465
1741
$11.3M ﹤0.01%
867,933
+121,055
1742
$11.3M ﹤0.01%
811,871
+36,901
1743
$11.3M ﹤0.01%
405,482
+49,289
1744
$11.3M ﹤0.01%
434,786
-96,589
1745
$11.3M ﹤0.01%
1,601,891
-33,192
1746
$11.2M ﹤0.01%
824,879
-66,570
1747
$11.2M ﹤0.01%
1,198,278
-479,589
1748
$11.2M ﹤0.01%
1,308,082
+883,051
1749
$11.2M ﹤0.01%
1,646,556
+139,679
1750
$11.2M ﹤0.01%
912,375
-67,505
68 69
70
71 72