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
1801
$10.5M ﹤0.01%
295,561
+23,485
1802
$10.4M ﹤0.01%
676,619
+26,379
1803
$10.4M ﹤0.01%
501,577
-166,580
1804
$10.4M ﹤0.01%
705,537
-49,354
1805
$10.4M ﹤0.01%
729,059
+233,477
1806
$10.4M ﹤0.01%
257,752
+118,006
1807
$10.4M ﹤0.01%
327,881
+64,868
1808
$10.4M ﹤0.01%
9,307
-1,481
1809
$10.4M ﹤0.01%
3,110,309
-54,513
1810
$10.3M ﹤0.01%
215,630
+5,798
1811
$10.3M ﹤0.01%
168,417
-3,638
1812
$10.3M ﹤0.01%
768,538
-3,422
1813
$10.3M ﹤0.01%
+517,961
1814
$10.3M ﹤0.01%
304,941
-145,005
1815
$10.3M ﹤0.01%
238,545
-35,546
1816
$10.3M ﹤0.01%
380,095
+163,952
1817
$10.2M ﹤0.01%
398,096
-160,575
1818
$10.2M ﹤0.01%
413,854
-96,069
1819
$10.2M ﹤0.01%
698,122
+5,699
1820
$10.2M ﹤0.01%
431,872
-25,818
1821
$10.2M ﹤0.01%
384,984
-101,444
1822
$10.1M ﹤0.01%
956,712
-159,184
1823
$10.1M ﹤0.01%
983,926
+374,901
1824
$10.1M ﹤0.01%
1,671,051
-20,774
1825
$10.1M ﹤0.01%
268,694
+177,995
71 72
73
74 75