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
2851
$3.26M ﹤0.01%
35,524
-5,313
2852
$3.26M ﹤0.01%
627,843
-422,677
2853
$3.25M ﹤0.01%
238,261
-72,419
2854
$3.25M ﹤0.01%
112,635
-134,130
2855
$3.25M ﹤0.01%
996,317
+331,286
2856
$3.25M ﹤0.01%
88,560
+53,494
2857
$3.24M ﹤0.01%
75,382
-83,984
2858
$3.23M ﹤0.01%
70,317
-201,390
2859
$3.23M ﹤0.01%
84,383
+41,799
2860
$3.22M ﹤0.01%
67,859
-41,085
2861
$3.22M ﹤0.01%
186,323
-92,028
2862
$3.21M ﹤0.01%
274,016
+152,336
2863
$3.21M ﹤0.01%
180,988
-111,002
2864
$3.21M ﹤0.01%
56,662
+17,061
2865
$3.21M ﹤0.01%
40,185
-15,990
2866
$3.2M ﹤0.01%
64,401
+19,690
2867
$3.2M ﹤0.01%
491,742
-4,970,246
2868
$3.2M ﹤0.01%
263,221
+11,193
2869
$3.19M ﹤0.01%
98,430
+35,826
2870
$3.19M ﹤0.01%
56,600
+639
2871
$3.18M ﹤0.01%
60,026
-60,588
2872
$3.17M ﹤0.01%
746,054
-69,269
2873
$3.17M ﹤0.01%
147,521
-96,461
2874
$3.16M ﹤0.01%
65,383
-30,055
2875
$3.15M ﹤0.01%
72,316
+15,767
113 114
115
116 117