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
2126
$7.18M ﹤0.01%
105,642
+79,549
2127
$7.17M ﹤0.01%
755,353
-563,438
2128
$7.15M ﹤0.01%
129,110
-43,232
2129
$7.12M ﹤0.01%
109,949
+75,627
2130
$7.12M ﹤0.01%
287,020
-80,983
2131
$7.12M ﹤0.01%
205,728
-77,269
2132
$7.11M ﹤0.01%
254,298
-66,885
2133
$7.11M ﹤0.01%
247,634
-5,039
2134
$7.07M ﹤0.01%
416,141
-12,266
2135
$7.07M ﹤0.01%
268,512
+46,730
2136
$7.06M ﹤0.01%
1,790,960
+23,296
2137
$7.05M ﹤0.01%
35,986
-32,359
2138
$7.05M ﹤0.01%
650,399
-23,793
2139
$7.04M ﹤0.01%
481,568
+57,960
2140
$7.04M ﹤0.01%
259,845
-140,983
2141
$7.03M ﹤0.01%
236,699
-58,395
2142
$7M ﹤0.01%
166,376
-58,575
2143
$7M ﹤0.01%
345,976
+242,502
2144
$7M ﹤0.01%
33,914
+1,569
2145
$6.99M ﹤0.01%
273,856
+246,810
2146
$6.99M ﹤0.01%
166,603
-149,110
2147
$6.99M ﹤0.01%
232,552
+190,415
2148
$6.98M ﹤0.01%
260,890
-87,086
2149
$6.97M ﹤0.01%
234,192
+33,748
2150
$6.97M ﹤0.01%
249,108
-7,365
84 85
86
87 88