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
1776
$10.8M ﹤0.01%
488,623
-224,666
1777
$10.8M ﹤0.01%
603,752
-484,627
1778
$10.8M ﹤0.01%
366,322
-165,014
1779
$10.8M ﹤0.01%
1,452,646
+481,842
1780
$10.8M ﹤0.01%
148,491
-87,479
1781
$10.7M ﹤0.01%
1,043,193
-262,163
1782
$10.7M ﹤0.01%
306,324
+134,821
1783
$10.7M ﹤0.01%
738,199
+293,950
1784
$10.7M ﹤0.01%
207,429
-26,673
1785
$10.7M ﹤0.01%
864,429
-525,146
1786
$10.7M ﹤0.01%
193,492
-114,452
1787
$10.6M ﹤0.01%
593,499
+371,988
1788
$10.6M ﹤0.01%
348,824
+177,479
1789
$10.6M ﹤0.01%
747,533
-113,389
1790
$10.6M ﹤0.01%
109,915
-77,955
1791
$10.6M ﹤0.01%
830,421
+14,342
1792
$10.6M ﹤0.01%
690,784
+142,548
1793
$10.6M ﹤0.01%
118,636
-264,866
1794
$10.6M ﹤0.01%
1,892,127
+957,797
1795
$10.5M ﹤0.01%
484,058
+72,287
1796
$10.5M ﹤0.01%
716,297
+201,169
1797
$10.5M ﹤0.01%
458,109
+335,492
1798
$10.5M ﹤0.01%
225,369
-48,777
1799
$10.5M ﹤0.01%
208,614
-259,263
1800
$10.5M ﹤0.01%
868,361
+168,118
70 71
72
73 74