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
1751
$11.2M ﹤0.01%
1,176,192
-972,342
1752
$11.2M ﹤0.01%
607,244
+93,018
1753
$11.2M ﹤0.01%
287,345
-225,143
1754
$11.2M ﹤0.01%
337,905
-441,665
1755
$11.2M ﹤0.01%
411,158
+103,172
1756
$11.2M ﹤0.01%
233,003
-186,147
1757
$11.2M ﹤0.01%
438,558
+11,452
1758
$11.1M ﹤0.01%
237,813
-1,046
1759
$11.1M ﹤0.01%
724,072
+256,293
1760
$11.1M ﹤0.01%
3,030,822
-158,749
1761
$11.1M ﹤0.01%
651,745
-16,127
1762
$11M ﹤0.01%
111,216
-633,745
1763
$11M ﹤0.01%
926,649
+528,158
1764
$10.9M ﹤0.01%
12,281
-5,382
1765
$10.9M ﹤0.01%
1,533,174
+26,564
1766
$10.9M ﹤0.01%
1,376,364
-31,845
1767
$10.9M ﹤0.01%
221,617
-34,914
1768
$10.9M ﹤0.01%
1,150,288
-276,339
1769
$10.9M ﹤0.01%
356,924
+120,410
1770
$10.9M ﹤0.01%
133,690
-266,666
1771
$10.9M ﹤0.01%
209,679
+22,131
1772
$10.9M ﹤0.01%
495,206
-74,680
1773
$10.9M ﹤0.01%
227,693
-120,808
1774
$10.8M ﹤0.01%
246,852
-37,160
1775
$10.8M ﹤0.01%
31,423
-21,964
69 70
71
72 73