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
2301
$6M ﹤0.01%
398,116
-96,389
2302
$5.99M ﹤0.01%
79,393
+59,572
2303
$5.98M ﹤0.01%
48,593
-44,354
2304
$5.98M ﹤0.01%
336,494
-3,378,656
2305
$5.97M ﹤0.01%
333,600
-106,358
2306
$5.97M ﹤0.01%
566,719
-119,648
2307
$5.96M ﹤0.01%
117,969
-51,974
2308
$5.96M ﹤0.01%
291,934
+56,986
2309
$5.95M ﹤0.01%
237,522
+199,988
2310
$5.93M ﹤0.01%
109,013
-9,869
2311
$5.93M ﹤0.01%
91,537
-111,398
2312
$5.93M ﹤0.01%
236,460
-104,263
2313
$5.93M ﹤0.01%
286,124
+69,082
2314
$5.92M ﹤0.01%
500,668
+225,599
2315
$5.92M ﹤0.01%
175,774
+139,682
2316
$5.91M ﹤0.01%
149,585
+59,072
2317
$5.9M ﹤0.01%
539,193
-7,581
2318
$5.9M ﹤0.01%
280,565
-92,770
2319
$5.9M ﹤0.01%
74,419
-158,497
2320
$5.89M ﹤0.01%
135,781
+75,487
2321
$5.87M ﹤0.01%
318,388
-260,212
2322
$5.87M ﹤0.01%
188,807
-130,210
2323
$5.87M ﹤0.01%
42,342
+38,334
2324
$5.87M ﹤0.01%
190,213
+42,151
2325
$5.87M ﹤0.01%
174,605
-15,177
91 92
93
94 95