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
2176
$6.77M ﹤0.01%
862,719
+19,862
2177
$6.77M ﹤0.01%
967,240
-585,749
2178
$6.77M ﹤0.01%
113,636
+8,588
2179
$6.76M ﹤0.01%
680,218
-53,658
2180
$6.76M ﹤0.01%
409,366
+3,294
2181
$6.75M ﹤0.01%
428,793
+225,399
2182
$6.75M ﹤0.01%
609,870
+608,499
2183
$6.75M ﹤0.01%
347,729
-13,267
2184
$6.74M ﹤0.01%
237,025
-76,875
2185
$6.74M ﹤0.01%
183,035
-9,286
2186
$6.74M ﹤0.01%
714,305
-510,500
2187
$6.73M ﹤0.01%
898,063
+217,400
2188
$6.73M ﹤0.01%
139,242
-190,968
2189
$6.73M ﹤0.01%
474,750
+414,006
2190
$6.71M ﹤0.01%
197,467
+12,688
2191
$6.7M ﹤0.01%
120,342
-93,234
2192
$6.68M ﹤0.01%
479,542
-175,542
2193
$6.68M ﹤0.01%
418,735
+125,999
2194
$6.68M ﹤0.01%
50,636
+8,946
2195
$6.68M ﹤0.01%
332,768
+142,717
2196
$6.68M ﹤0.01%
59,598
-3,730
2197
$6.68M ﹤0.01%
243,529
+10,401
2198
$6.67M ﹤0.01%
359,332
-28,643
2199
$6.67M ﹤0.01%
278,655
-78,276
2200
$6.66M ﹤0.01%
185,944
-152,833
86 87
88
89 90