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
3276
$2.03M ﹤0.01%
131,518
+61,484
3277
$2.03M ﹤0.01%
285,102
+234,607
3278
$2.03M ﹤0.01%
161,767
-499,425
3279
$2.03M ﹤0.01%
121,520
+12,278
3280
$2.03M ﹤0.01%
128,951
+53,829
3281
$2.02M ﹤0.01%
102,356
+73,636
3282
$2.02M ﹤0.01%
80,508
+15,253
3283
$2.02M ﹤0.01%
131,175
-15,029
3284
$2.02M ﹤0.01%
21,479
-8,143
3285
$2.01M ﹤0.01%
139,899
-3,368
3286
$2.01M ﹤0.01%
203,644
+14,420
3287
$2.01M ﹤0.01%
149,986
-110,230
3288
$2.01M ﹤0.01%
273,698
+72,301
3289
$2M ﹤0.01%
80,787
+71,861
3290
$2M ﹤0.01%
54,259
+28,594
3291
$2M ﹤0.01%
47,866
-3,875
3292
$2M ﹤0.01%
556,566
+16,499
3293
$2M ﹤0.01%
75,576
-82,464
3294
$1.99M ﹤0.01%
339,595
+4,253
3295
$1.99M ﹤0.01%
41,594
-7,807
3296
$1.99M ﹤0.01%
107,414
+28,454
3297
$1.98M ﹤0.01%
327,993
-17,351
3298
$1.98M ﹤0.01%
26,174
+6,922
3299
$1.98M ﹤0.01%
139,356
-60,651
3300
$1.98M ﹤0.01%
119,356
-428,878
130 131
132
133 134