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
2051
$7.7M ﹤0.01%
+293,253
2052
$7.68M ﹤0.01%
286,237
+56,393
2053
$7.68M ﹤0.01%
273,031
+71,114
2054
$7.68M ﹤0.01%
629,148
+418,528
2055
$7.68M ﹤0.01%
156,339
-771
2056
$7.68M ﹤0.01%
521,505
+99,599
2057
$7.66M ﹤0.01%
452,556
+51,857
2058
$7.66M ﹤0.01%
413,813
-218,849
2059
$7.65M ﹤0.01%
586,646
-52,755
2060
$7.64M ﹤0.01%
146,781
-108,544
2061
$7.63M ﹤0.01%
736,760
-362,535
2062
$7.63M ﹤0.01%
356,012
+330,507
2063
$7.61M ﹤0.01%
308,442
-547,766
2064
$7.61M ﹤0.01%
439,571
-1,076,381
2065
$7.6M ﹤0.01%
615,560
-573,847
2066
$7.59M ﹤0.01%
699,748
-115,396
2067
$7.59M ﹤0.01%
161,274
-86,454
2068
$7.59M ﹤0.01%
1,439,981
+101,695
2069
$7.58M ﹤0.01%
889,268
+63
2070
$7.57M ﹤0.01%
199,742
-159,388
2071
$7.57M ﹤0.01%
200,917
-48,071
2072
$7.56M ﹤0.01%
171,861
-152,000
2073
$7.56M ﹤0.01%
540,713
+142,551
2074
$7.56M ﹤0.01%
352,721
+154,439
2075
$7.55M ﹤0.01%
403,844
+290,286
81 82
83
84 85