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
2351
$5.7M ﹤0.01%
311,635
+165,983
2352
$5.69M ﹤0.01%
118,615
+46,270
2353
$5.69M ﹤0.01%
517,594
-364,558
2354
$5.68M ﹤0.01%
1,006,559
-17,363
2355
$5.67M ﹤0.01%
180,480
+20,211
2356
$5.66M ﹤0.01%
135,876
+124,664
2357
$5.66M ﹤0.01%
404,535
-5,143
2358
$5.65M ﹤0.01%
217,541
+4,946
2359
$5.65M ﹤0.01%
426,340
-43,990
2360
$5.63M ﹤0.01%
247,109
+175,362
2361
$5.61M ﹤0.01%
209,309
+87,425
2362
$5.61M ﹤0.01%
39,188
-367
2363
$5.61M ﹤0.01%
192,080
-29,219
2364
$5.6M ﹤0.01%
214,547
+154,617
2365
$5.6M ﹤0.01%
184,224
+12,542
2366
$5.6M ﹤0.01%
145,216
+11,388
2367
$5.59M ﹤0.01%
475,628
-384,882
2368
$5.56M ﹤0.01%
548,550
-2,855,294
2369
$5.55M ﹤0.01%
176,224
-285,347
2370
$5.55M ﹤0.01%
88,045
-151,608
2371
$5.55M ﹤0.01%
149,926
-25,416
2372
$5.55M ﹤0.01%
723,245
-75
2373
$5.54M ﹤0.01%
343,497
+108,402
2374
$5.53M ﹤0.01%
193,885
+183,366
2375
$5.52M ﹤0.01%
525,829
+9,825