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
2876
$3.15M ﹤0.01%
109,643
+10,798
2877
$3.14M ﹤0.01%
33,439
+7,421
2878
$3.14M ﹤0.01%
250,024
-48,006
2879
$3.14M ﹤0.01%
227,075
+38,306
2880
$3.14M ﹤0.01%
484,227
+234,719
2881
$3.12M ﹤0.01%
97,150
-3,422
2882
$3.12M ﹤0.01%
86,958
-233,885
2883
$3.12M ﹤0.01%
5,665
+1,783
2884
$3.12M ﹤0.01%
91,281
+27,194
2885
$3.11M ﹤0.01%
177,596
+71,715
2886
$3.11M ﹤0.01%
55,116
-92,318
2887
$3.11M ﹤0.01%
53,356
+48,875
2888
$3.11M ﹤0.01%
103,527
-24,862
2889
$3.11M ﹤0.01%
213,441
-4,058
2890
$3.11M ﹤0.01%
191,270
+16,661
2891
$3.1M ﹤0.01%
201,518
+168,718
2892
$3.1M ﹤0.01%
9,953
+5,936
2893
$3.1M ﹤0.01%
97,111
-33,104
2894
$3.09M ﹤0.01%
135,475
-13,458
2895
$3.09M ﹤0.01%
91,911
-258,923
2896
$3.09M ﹤0.01%
104,302
+7,857
2897
$3.08M ﹤0.01%
123,698
+65,378
2898
$3.07M ﹤0.01%
64,190
-60,123
2899
$3.07M ﹤0.01%
228,107
+21,935
2900
$3.07M ﹤0.01%
86,120
+39,766
114 115
116
117 118