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 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
1826
$10.1M ﹤0.01%
381,112
-375,918
1827
$10.1M ﹤0.01%
538,919
+345,751
1828
$10.1M ﹤0.01%
166,739
+128,324
1829
$10.1M ﹤0.01%
249,274
-367,723
1830
$10.1M ﹤0.01%
273,118
-27,704
1831
$10.1M ﹤0.01%
196,669
+81,650
1832
$10.1M ﹤0.01%
625,109
-44,676
1833
$10.1M ﹤0.01%
981,904
-55,421
1834
$10.1M ﹤0.01%
1,622,066
+185,564
1835
$10.1M ﹤0.01%
167,543
-351,302
1836
$10.1M ﹤0.01%
199,273
+31,758
1837
$10.1M ﹤0.01%
407,772
+339,611
1838
$10M ﹤0.01%
10,970
-7,469
1839
$10M ﹤0.01%
589,624
+170,119
1840
$10M ﹤0.01%
2,947,830
-2,231,336
1841
$10M ﹤0.01%
289,590
+210,491
1842
$10M ﹤0.01%
665,591
-44,918
1843
$9.93M ﹤0.01%
246,495
-73,794
1844
$9.93M ﹤0.01%
781,261
+210,501
1845
$9.93M ﹤0.01%
771,195
+41,604
1846
$9.92M ﹤0.01%
570,967
-1,197,241
1847
$9.9M ﹤0.01%
535,581
-713,437
1848
$9.88M ﹤0.01%
2,110,093
+39,184
1849
$9.87M ﹤0.01%
657,124
-674,186
1850
$9.87M ﹤0.01%
348,792
-99,522