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
2076
$7.54M ﹤0.01%
413,294
-107,952
2077
$7.5M ﹤0.01%
404,992
-24,296
2078
$7.5M ﹤0.01%
174,189
-146,125
2079
$7.49M ﹤0.01%
153,866
+44,368
2080
$7.49M ﹤0.01%
810,496
+521,091
2081
$7.48M ﹤0.01%
223,321
-516,914
2082
$7.47M ﹤0.01%
197,864
-52,382
2083
$7.46M ﹤0.01%
442,467
-87,580
2084
$7.46M ﹤0.01%
537,647
+39,639
2085
$7.46M ﹤0.01%
542,217
+541,314
2086
$7.45M ﹤0.01%
205,632
+66,602
2087
$7.44M ﹤0.01%
173,349
-94,230
2088
$7.43M ﹤0.01%
201,932
+133,180
2089
$7.43M ﹤0.01%
141,032
-62,098
2090
$7.43M ﹤0.01%
101,404
-27,727
2091
$7.42M ﹤0.01%
639,396
-1,099,225
2092
$7.41M ﹤0.01%
272,221
+149,874
2093
$7.37M ﹤0.01%
469,607
-85,005
2094
$7.37M ﹤0.01%
76,535
-250,617
2095
$7.36M ﹤0.01%
558,923
-32,131
2096
$7.36M ﹤0.01%
133,071
+5,130
2097
$7.35M ﹤0.01%
256,825
-144,419
2098
$7.35M ﹤0.01%
204,130
+34,779
2099
$7.33M ﹤0.01%
111,277
-18,107
2100
$7.33M ﹤0.01%
146,369
-162,420
82 83
84
85 86