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
2426
$5.25M ﹤0.01%
282,873
-30,158
2427
$5.25M ﹤0.01%
335,396
+57,440
2428
$5.25M ﹤0.01%
179,581
-37,107
2429
$5.24M ﹤0.01%
1,056,695
-1,167,618
2430
$5.24M ﹤0.01%
643,606
+3,683
2431
$5.24M ﹤0.01%
234,623
-9,555
2432
$5.23M ﹤0.01%
548,090
-108,075
2433
$5.22M ﹤0.01%
208,505
+5,373
2434
$5.22M ﹤0.01%
72,803
+21,084
2435
$5.21M ﹤0.01%
407,862
-78,662
2436
$5.21M ﹤0.01%
117,428
+24,652
2437
$5.21M ﹤0.01%
530,629
+378,233
2438
$5.18M ﹤0.01%
480,895
-17,070
2439
$5.18M ﹤0.01%
49,591
-19,240
2440
$5.17M ﹤0.01%
471,977
-244,644
2441
$5.17M ﹤0.01%
154,756
-182,752
2442
$5.16M ﹤0.01%
641,347
+163,563
2443
$5.16M ﹤0.01%
259,379
+36,530
2444
$5.15M ﹤0.01%
426,289
+41,724
2445
$5.14M ﹤0.01%
281,935
-15,619
2446
$5.14M ﹤0.01%
469,016
-88,499
2447
$5.13M ﹤0.01%
391,930
-2,955
2448
$5.13M ﹤0.01%
215,592
-26,388
2449
$5.12M ﹤0.01%
92,891
-328,311
2450
$5.12M ﹤0.01%
193,842
+50,030