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
2251
$6.3M ﹤0.01%
489,483
+9,250
2252
$6.29M ﹤0.01%
263,144
+4,542
2253
$6.28M ﹤0.01%
524,236
+155,112
2254
$6.28M ﹤0.01%
53,927
-36,118
2255
$6.27M ﹤0.01%
177,635
-118,810
2256
$6.27M ﹤0.01%
84,095
-43,711
2257
$6.27M ﹤0.01%
274,742
+103,428
2258
$6.26M ﹤0.01%
303,700
+61,643
2259
$6.25M ﹤0.01%
375,907
+156,330
2260
$6.25M ﹤0.01%
220,505
+682
2261
$6.24M ﹤0.01%
115,962
-780,749
2262
$6.22M ﹤0.01%
96,910
+37,090
2263
$6.22M ﹤0.01%
411,571
-33,354
2264
$6.22M ﹤0.01%
1,234,400
+494,007
2265
$6.22M ﹤0.01%
588,994
+3,747
2266
$6.22M ﹤0.01%
+690,098
2267
$6.22M ﹤0.01%
2,136,371
+528,369
2268
$6.17M ﹤0.01%
124,630
-16,212
2269
$6.17M ﹤0.01%
215,472
-413,527
2270
$6.17M ﹤0.01%
299,569
+24,328
2271
$6.16M ﹤0.01%
101,218
+13,218
2272
$6.16M ﹤0.01%
353,811
+37,609
2273
$6.14M ﹤0.01%
309,871
-228,349
2274
$6.14M ﹤0.01%
214,942
+8,363
2275
$6.13M ﹤0.01%
161,929
-66,267
89 90
91
92 93