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
2276
$6.13M ﹤0.01%
190,067
-35,010
2277
$6.12M ﹤0.01%
1,641,546
-1,737,135
2278
$6.12M ﹤0.01%
366,592
+201,944
2279
$6.11M ﹤0.01%
326,877
-209,517
2280
$6.1M ﹤0.01%
327,366
-1,106
2281
$6.09M ﹤0.01%
317,138
-2,770,857
2282
$6.08M ﹤0.01%
270,648
-93,036
2283
$6.08M ﹤0.01%
309,592
+41,140
2284
$6.07M ﹤0.01%
379,028
+573
2285
$6.07M ﹤0.01%
507,003
-660,471
2286
$6.06M ﹤0.01%
236,541
-21,363
2287
$6.06M ﹤0.01%
210,353
-404,114
2288
$6.05M ﹤0.01%
88,665
-18,515
2289
$6.05M ﹤0.01%
214,924
-79,593
2290
$6.05M ﹤0.01%
318,196
+9,349
2291
$6.04M ﹤0.01%
135,094
+9,621
2292
$6.04M ﹤0.01%
326,620
-84,047
2293
$6.03M ﹤0.01%
249,192
-51,846
2294
$6.02M ﹤0.01%
237,843
-70,482
2295
$6.02M ﹤0.01%
68,163
-28,462
2296
$6.01M ﹤0.01%
50,625
-28,525
2297
$6M ﹤0.01%
80,465
-101,640
2298
$6M ﹤0.01%
22,276
+10,042
2299
$6M ﹤0.01%
423,375
-29,501
2300
$6M ﹤0.01%
90,528
-188,109
90 91
92
93 94