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
3326
$1.92M ﹤0.01%
76,848
-19,964
3327
$1.92M ﹤0.01%
31,611
+1,085
3328
$1.91M ﹤0.01%
107,882
+38,334
3329
$1.91M ﹤0.01%
71,181
-3,351
3330
$1.89M ﹤0.01%
3,555
-791
3331
$1.89M ﹤0.01%
100,748
+60,314
3332
$1.89M ﹤0.01%
61,119
-138,298
3333
$1.89M ﹤0.01%
90,066
+501
3334
$1.89M ﹤0.01%
158,633
+16,521
3335
$1.89M ﹤0.01%
210,141
-147,487
3336
$1.88M ﹤0.01%
89,579
-59,736
3337
$1.88M ﹤0.01%
69,453
-775
3338
$1.88M ﹤0.01%
90,017
-36,224
3339
$1.87M ﹤0.01%
35,140
-35,622
3340
$1.87M ﹤0.01%
42,422
-7,896
3341
$1.87M ﹤0.01%
129,827
-116,783
3342
$1.86M ﹤0.01%
197,662
-60,430
3343
$1.85M ﹤0.01%
70,844
-310,409
3344
$1.85M ﹤0.01%
30,108
+6,437
3345
$1.85M ﹤0.01%
82,635
-258,661
3346
$1.85M ﹤0.01%
29,192
-1,489
3347
$1.84M ﹤0.01%
136,940
-59,032
3348
$1.83M ﹤0.01%
31,030
-2,115
3349
$1.83M ﹤0.01%
114,293
+7,075
3350
$1.83M ﹤0.01%
98,996
-93,677
132 133
134
135 136