Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.54T
1-Year Est. Return 22.88%
 

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
+22.88%
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
7,120
New
Increased
Reduced
Closed

Top Buys

1
+$793M
2
+$330M
3
+$320M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
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
1
$10.2B 3.91%
49,398,922
-10,524,306
2
$5.21B 2%
191,206,224
-15,111,788
3
$3.48B 1.34%
63,062,054
+5,197,416
4
$2.93B 1.13%
25,708,854
-1,043,953
5
$2.43B 0.93%
31,731,263
+32,908
6
$2.33B 0.9%
78,568,860
-1,235,840
7
$2.02B 0.78%
34,089,160
+363,224
8
$1.96B 0.76%
18,153,721
-880,617
9
$1.95B 0.75%
17,643,804
-3,989,519
10
$1.93B 0.74%
9,290,054
+35,442
11
$1.84B 0.71%
48,115,440
+1,090,980
12
$1.75B 0.67%
17,631,784
+147,012
13
$1.59B 0.61%
42,707,540
-264,400
14
$1.55B 0.6%
10,181,590
-12,120
15
$1.53B 0.59%
14,007,345
+1,290,387
16
$1.46B 0.56%
27,003,545
+2,382,637
17
$1.4B 0.54%
13,650,866
-908,809
18
$1.36B 0.52%
14,426,576
-689,832
19
$1.36B 0.52%
48,459,582
+3,214,290
20
$1.3B 0.5%
12,558,690
+1,072,934
21
$1.29B 0.49%
20,511,853
-526,300
22
$1.24B 0.48%
12,668,220
-446,999
23
$1.24B 0.48%
14,831,406
+2,034,863
24
$1.22B 0.47%
41,196,006
+2,278,571
25
$1.2B 0.46%
12,540,373
+1,011,110
1
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