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
2226
$6.46M ﹤0.01%
315,798
-1,263,139
2227
$6.46M ﹤0.01%
293,781
-1,062,199
2228
$6.45M ﹤0.01%
215,438
+90,851
2229
$6.45M ﹤0.01%
566,942
-55,669
2230
$6.42M ﹤0.01%
122,756
+71,069
2231
$6.42M ﹤0.01%
274,521
-17,306
2232
$6.41M ﹤0.01%
132,712
-328,089
2233
$6.4M ﹤0.01%
332,920
+76,422
2234
$6.38M ﹤0.01%
99,864
-28,090
2235
$6.38M ﹤0.01%
260,978
-62,894
2236
$6.38M ﹤0.01%
21,917
-136
2237
$6.38M ﹤0.01%
639,157
+284,573
2238
$6.38M ﹤0.01%
71,260
-12,508
2239
$6.38M ﹤0.01%
261,618
-413,822
2240
$6.37M ﹤0.01%
546,880
-332,117
2241
$6.37M ﹤0.01%
145,683
-271,127
2242
$6.36M ﹤0.01%
96,661
+32,976
2243
$6.35M ﹤0.01%
285,840
+264,275
2244
$6.34M ﹤0.01%
244,530
-5,863
2245
$6.33M ﹤0.01%
516,268
+120,753
2246
$6.33M ﹤0.01%
130,232
-74,242
2247
$6.32M ﹤0.01%
133,820
-385,278
2248
$6.31M ﹤0.01%
314,111
+258,212
2249
$6.3M ﹤0.01%
267,227
-800,898
2250
$6.3M ﹤0.01%
248,689
+26,976
88 89
90
91 92