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
2201
$6.64M ﹤0.01%
126,192
+5,788
2202
$6.63M ﹤0.01%
366,563
+352,979
2203
$6.63M ﹤0.01%
581,621
-156,140
2204
$6.62M ﹤0.01%
499,475
+70,555
2205
$6.62M ﹤0.01%
183,119
-220,364
2206
$6.6M ﹤0.01%
104,970
-12,172
2207
$6.6M ﹤0.01%
190,316
-222,321
2208
$6.59M ﹤0.01%
164,408
-46,958
2209
$6.58M ﹤0.01%
398,697
-34,812
2210
$6.57M ﹤0.01%
402,975
-477,503
2211
$6.56M ﹤0.01%
332,606
+140,003
2212
$6.56M ﹤0.01%
316,219
-16,970
2213
$6.56M ﹤0.01%
725,567
-71,179
2214
$6.55M ﹤0.01%
195,592
-36,318
2215
$6.53M ﹤0.01%
155,876
+125,802
2216
$6.53M ﹤0.01%
1,119,792
+9,696
2217
$6.53M ﹤0.01%
316,605
-85,663
2218
$6.5M ﹤0.01%
323,415
-29,273
2219
$6.49M ﹤0.01%
296,934
-4,309
2220
$6.49M ﹤0.01%
331,454
+67,147
2221
$6.49M ﹤0.01%
280,831
+13,535
2222
$6.49M ﹤0.01%
110,039
-13,706
2223
$6.49M ﹤0.01%
195,911
-105,390
2224
$6.48M ﹤0.01%
540,548
-3,105
2225
$6.48M ﹤0.01%
380,687
-16,686
87 88
89
90 91