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
1851
$9.87M ﹤0.01%
796,230
-518,622
1852
$9.87M ﹤0.01%
184,991
-241,121
1853
$9.85M ﹤0.01%
252,065
-36,576
1854
$9.83M ﹤0.01%
42,743
+25,786
1855
$9.83M ﹤0.01%
78,797
-34,226
1856
$9.82M ﹤0.01%
5,519,557
+487,775
1857
$9.82M ﹤0.01%
280,586
+63,531
1858
$9.82M ﹤0.01%
142,168
-13,486
1859
$9.8M ﹤0.01%
58,673
+58,483
1860
$9.8M ﹤0.01%
610,478
+76,300
1861
$9.78M ﹤0.01%
447,633
-3,098
1862
$9.75M ﹤0.01%
169,001
-151,956
1863
$9.7M ﹤0.01%
981,601
+135,939
1864
$9.69M ﹤0.01%
156,922
+84,633
1865
$9.68M ﹤0.01%
1,119,401
-584,653
1866
$9.68M ﹤0.01%
948,925
+126,036
1867
$9.66M ﹤0.01%
161,744
-33,057
1868
$9.65M ﹤0.01%
94,552
-206,771
1869
$9.65M ﹤0.01%
964,643
-74,140
1870
$9.6M ﹤0.01%
190,412
-74,692
1871
$9.59M ﹤0.01%
798,370
-24,883
1872
$9.55M ﹤0.01%
1,182,313
+301,335
1873
$9.54M ﹤0.01%
183,457
+49,142
1874
$9.52M ﹤0.01%
873,923
-110,225
1875
$9.51M ﹤0.01%
624,246
+418,497
73 74
75
76 77