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
2451
$5.12M ﹤0.01%
101,714
-113,974
2452
$5.12M ﹤0.01%
160,962
-29,942
2453
$5.12M ﹤0.01%
338,233
-15,462
2454
$5.11M ﹤0.01%
410,243
-24,149
2455
$5.11M ﹤0.01%
776,335
-20,230
2456
$5.11M ﹤0.01%
362,417
-189,497
2457
$5.1M ﹤0.01%
554,485
+220,470
2458
$5.1M ﹤0.01%
355,407
+33,366
2459
$5.1M ﹤0.01%
137,217
-50,423
2460
$5.1M ﹤0.01%
89,373
+56,449
2461
$5.09M ﹤0.01%
236,031
+103,173
2462
$5.09M ﹤0.01%
157,826
-35,580
2463
$5.09M ﹤0.01%
173,916
+99,446
2464
$5.09M ﹤0.01%
62,056
-6,259
2465
$5.07M ﹤0.01%
284,877
-95,529
2466
$5.07M ﹤0.01%
222,123
+42,696
2467
$5.05M ﹤0.01%
65,486
-25,016
2468
$5.05M ﹤0.01%
360,162
-60,125
2469
$5.05M ﹤0.01%
156,454
-19,754
2470
$5.05M ﹤0.01%
58,208
+14,732
2471
$5.04M ﹤0.01%
158,579
+51,438
2472
$5.02M ﹤0.01%
473,356
+223,369
2473
$5.02M ﹤0.01%
283,514
+197,791
2474
$5.02M ﹤0.01%
406,383
-20,029
2475
$5.02M ﹤0.01%
483,861
+26,572