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
2151
$6.96M ﹤0.01%
457,785
+45,236
2152
$6.96M ﹤0.01%
629,024
-170,678
2153
$6.96M ﹤0.01%
68,876
+68,036
2154
$6.95M ﹤0.01%
261,096
+19,937
2155
$6.95M ﹤0.01%
626,240
-1,612,461
2156
$6.94M ﹤0.01%
630,581
-60,932
2157
$6.94M ﹤0.01%
92,431
-26,226
2158
$6.94M ﹤0.01%
223,757
-128,885
2159
$6.9M ﹤0.01%
553,519
-22,112
2160
$6.88M ﹤0.01%
187,621
-200,683
2161
$6.87M ﹤0.01%
323,862
+51,730
2162
$6.86M ﹤0.01%
167,555
+97,213
2163
$6.85M ﹤0.01%
422,852
+11,187
2164
$6.85M ﹤0.01%
234,279
+209,034
2165
$6.85M ﹤0.01%
205,978
+6,447
2166
$6.85M ﹤0.01%
314,608
-9,106
2167
$6.84M ﹤0.01%
160,708
-184,828
2168
$6.83M ﹤0.01%
131,100
+114,635
2169
$6.82M ﹤0.01%
189,368
-67,670
2170
$6.82M ﹤0.01%
131,018
+40,188
2171
$6.82M ﹤0.01%
341,042
-190,753
2172
$6.81M ﹤0.01%
922,049
-62,396
2173
$6.79M ﹤0.01%
138,780
-189,552
2174
$6.79M ﹤0.01%
152,333
-123,133
2175
$6.78M ﹤0.01%
474,679
-16,758
85 86
87
88 89