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
2401
$5.39M ﹤0.01%
102,298
-25,009
2402
$5.38M ﹤0.01%
763,197
+729,960
2403
$5.36M ﹤0.01%
542,618
-43,333
2404
$5.36M ﹤0.01%
596,419
+136,926
2405
$5.36M ﹤0.01%
367,321
+38,397
2406
$5.35M ﹤0.01%
4,083,538
+1,835,106
2407
$5.33M ﹤0.01%
311,428
-24,050
2408
$5.33M ﹤0.01%
142,042
-60,785
2409
$5.32M ﹤0.01%
179,763
-235,398
2410
$5.32M ﹤0.01%
141,180
-408,350
2411
$5.32M ﹤0.01%
428,782
-414,075
2412
$5.31M ﹤0.01%
200,721
-39,968
2413
$5.31M ﹤0.01%
720,288
-45,726
2414
$5.3M ﹤0.01%
125,291
-250,000
2415
$5.3M ﹤0.01%
1,590,691
-591,314
2416
$5.3M ﹤0.01%
578,155
-572,648
2417
$5.29M ﹤0.01%
175,035
+77,930
2418
$5.29M ﹤0.01%
680,934
-42,417
2419
$5.28M ﹤0.01%
235,806
-749,612
2420
$5.27M ﹤0.01%
244,845
-170,756
2421
$5.27M ﹤0.01%
274,238
+36,698
2422
$5.27M ﹤0.01%
284,007
-58,916
2423
$5.26M ﹤0.01%
164,874
+164,409
2424
$5.26M ﹤0.01%
308,468
+89,239
2425
$5.26M ﹤0.01%
439,595
-9,527
95 96
97
98 99