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
3301
$1.97M ﹤0.01%
77,045
-192,723
3302
$1.97M ﹤0.01%
+37,270
3303
$1.97M ﹤0.01%
142,795
+19,429
3304
$1.97M ﹤0.01%
167,189
-482,282
3305
$1.97M ﹤0.01%
37,595
-5,339
3306
$1.96M ﹤0.01%
52,614
+17,265
3307
$1.96M ﹤0.01%
50,824
-63,908
3308
$1.95M ﹤0.01%
157,344
+14,332
3309
$1.95M ﹤0.01%
38,257
+35,582
3310
$1.95M ﹤0.01%
216,030
+21,052
3311
$1.95M ﹤0.01%
152,742
+92,134
3312
$1.95M ﹤0.01%
38,613
+272
3313
$1.94M ﹤0.01%
26,205
-21,925
3314
$1.94M ﹤0.01%
113,310
-53,381
3315
$1.94M ﹤0.01%
193,264
-51,483
3316
$1.94M ﹤0.01%
22,335
-7,514
3317
$1.94M ﹤0.01%
150,055
-1,194,229
3318
$1.94M ﹤0.01%
139,007
-6,416
3319
$1.93M ﹤0.01%
62,271
+53,304
3320
$1.93M ﹤0.01%
359,460
+69,845
3321
$1.92M ﹤0.01%
115,436
-23,503
3322
$1.92M ﹤0.01%
88,626
-3,832
3323
$1.92M ﹤0.01%
84,918
-90,901
3324
$1.92M ﹤0.01%
711
-70
3325
$1.92M ﹤0.01%
152,608
-12,148
131 132
133
134 135