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
1876
$9.47M ﹤0.01%
234,983
-108,940
1877
$9.45M ﹤0.01%
658,471
+586,572
1878
$9.43M ﹤0.01%
111,990
+40,540
1879
$9.42M ﹤0.01%
106,198
+3,788
1880
$9.41M ﹤0.01%
71,323
+36,096
1881
$9.35M ﹤0.01%
245,416
+84,887
1882
$9.35M ﹤0.01%
627,223
-18,304
1883
$9.33M ﹤0.01%
685,793
+69,043
1884
$9.32M ﹤0.01%
717,919
-360,375
1885
$9.31M ﹤0.01%
311,040
+126,731
1886
$9.3M ﹤0.01%
334,987
+75,375
1887
$9.29M ﹤0.01%
128,765
+35,135
1888
$9.29M ﹤0.01%
400,609
+135,417
1889
$9.28M ﹤0.01%
617,098
+65,863
1890
$9.28M ﹤0.01%
503,853
+46,388
1891
$9.26M ﹤0.01%
238,078
+68,154
1892
$9.26M ﹤0.01%
936,218
+55,978
1893
$9.24M ﹤0.01%
368,015
+21,162
1894
$9.23M ﹤0.01%
105,151
+43,647
1895
$9.22M ﹤0.01%
3,031,670
-35,075
1896
$9.18M ﹤0.01%
317,875
-155,136
1897
$9.16M ﹤0.01%
714,598
+38,681
1898
$9.16M ﹤0.01%
85,989
-7,557
1899
$9.15M ﹤0.01%
522,991
+479,648
1900
$9.1M ﹤0.01%
218,574
-11,779
74 75
76
77 78