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 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
2326
$5.86M ﹤0.01%
569,519
+450,589
2327
$5.86M ﹤0.01%
281,547
-106,446
2328
$5.85M ﹤0.01%
335,828
+98,960
2329
$5.85M ﹤0.01%
108,358
+74,927
2330
$5.84M ﹤0.01%
144,792
-40,349
2331
$5.81M ﹤0.01%
192,180
-82,898
2332
$5.81M ﹤0.01%
519
+82
2333
$5.8M ﹤0.01%
55,968
-179,236
2334
$5.8M ﹤0.01%
50,689
-6,773
2335
$5.8M ﹤0.01%
828,446
+13,227
2336
$5.79M ﹤0.01%
2,122,007
-116,716
2337
$5.79M ﹤0.01%
432,599
+1,769
2338
$5.78M ﹤0.01%
39,027
+4,160
2339
$5.77M ﹤0.01%
651,146
+37,313
2340
$5.76M ﹤0.01%
516,815
-420,393
2341
$5.76M ﹤0.01%
279,264
+199,262
2342
$5.75M ﹤0.01%
148,850
-30,804
2343
$5.75M ﹤0.01%
844,615
-140,301
2344
$5.74M ﹤0.01%
207,055
-283,518
2345
$5.73M ﹤0.01%
194,102
+170,820
2346
$5.73M ﹤0.01%
281,541
+25,589
2347
$5.73M ﹤0.01%
152,747
+28,332
2348
$5.72M ﹤0.01%
53,686
+10,109
2349
$5.72M ﹤0.01%
445,547
+30,690
2350
$5.71M ﹤0.01%
282,275
+146,308