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
2376
$5.51M ﹤0.01%
133,782
-18,717
2377
$5.51M ﹤0.01%
249,175
-12,050
2378
$5.51M ﹤0.01%
135,115
-139,698
2379
$5.51M ﹤0.01%
744,541
-137,083
2380
$5.5M ﹤0.01%
253,373
-10,108
2381
$5.49M ﹤0.01%
317,961
-61,800
2382
$5.49M ﹤0.01%
220,130
+5,355
2383
$5.49M ﹤0.01%
226,795
+89,021
2384
$5.49M ﹤0.01%
220,606
-121,231
2385
$5.48M ﹤0.01%
71,235
+4,134
2386
$5.46M ﹤0.01%
191,046
-3,060
2387
$5.46M ﹤0.01%
1,185,167
-88,501
2388
$5.46M ﹤0.01%
114,874
-91,180
2389
$5.44M ﹤0.01%
142,011
-251,870
2390
$5.43M ﹤0.01%
314,598
+235,136
2391
$5.42M ﹤0.01%
236,043
+129,832
2392
$5.42M ﹤0.01%
120,059
-126,564
2393
$5.42M ﹤0.01%
358,406
+23,824
2394
$5.41M ﹤0.01%
433,491
-535,468
2395
$5.41M ﹤0.01%
189,060
-127,284
2396
$5.41M ﹤0.01%
367,944
-53,316
2397
$5.4M ﹤0.01%
116,138
+51,533
2398
$5.4M ﹤0.01%
211,616
-1,126,427
2399
$5.4M ﹤0.01%
22,877
-21,397
2400
$5.39M ﹤0.01%
106,424
+95,539
94 95
96
97 98