Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
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
+$816M
2
+$313M
3
+$312M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$284M
5
MSFT icon
Microsoft
MSFT
+$272M

Top Sells

1
+$2.05B
2
+$766M
3
+$541M
4
NFLX icon
Netflix
NFLX
+$491M
5
CB
CHUBB CORPORATION
CB
+$488M

Sector Composition

1 Healthcare 9.06%
2 Technology 9.06%
3 Financials 8.68%
4 Communication Services 7.55%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
$4.87M ﹤0.01%
197,448
-58,890
2502
$4.86M ﹤0.01%
573,016
-45,976
2503
$4.86M ﹤0.01%
97,436
-57,879
2504
$4.85M ﹤0.01%
119,530
-20,003
2505
$4.85M ﹤0.01%
160,685
-9,399
2506
$4.84M ﹤0.01%
351,293
-359,061
2507
$4.82M ﹤0.01%
132,697
+81,042
2508
$4.82M ﹤0.01%
255,485
-5,918
2509
$4.82M ﹤0.01%
65,599
-5,775
2510
$4.82M ﹤0.01%
425,656
+113,151
2511
$4.81M ﹤0.01%
569,472
+54,133
2512
$4.81M ﹤0.01%
56,630
-222,090
2513
$4.8M ﹤0.01%
213,619
+3,817
2514
$4.8M ﹤0.01%
326,176
-211,884
2515
$4.79M ﹤0.01%
123,516
-109,595
2516
$4.79M ﹤0.01%
206,095
+22,386
2517
$4.79M ﹤0.01%
361,907
-45,668
2518
$4.77M ﹤0.01%
556,055
2519
$4.77M ﹤0.01%
67,274
-7,078
2520
$4.76M ﹤0.01%
141,197
-118,458
2521
$4.76M ﹤0.01%
234,010
-319,017
2522
$4.76M ﹤0.01%
178,934
+606
2523
$4.75M ﹤0.01%
311,021
+134,247
2524
$4.75M ﹤0.01%
185,311
-2,253
2525
$4.73M ﹤0.01%
113,443
+107,549
99 100
101
102 103