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
3376
$1.76M ﹤0.01%
114,093
-28,675
3377
$1.76M ﹤0.01%
87,576
-30,856
3378
$1.76M ﹤0.01%
27,966
+8,151
3379
$1.76M ﹤0.01%
298,131
-682,348
3380
$1.75M ﹤0.01%
73,954
-53,657
3381
$1.75M ﹤0.01%
240,580
-113,822
3382
$1.75M ﹤0.01%
47,847
-95,661
3383
$1.75M ﹤0.01%
110,342
-175,494
3384
$1.75M ﹤0.01%
77,329
+1,197
3385
$1.75M ﹤0.01%
183,765
-352,448
3386
$1.75M ﹤0.01%
334,404
-68,860
3387
$1.74M ﹤0.01%
75,730
-5,775
3388
$1.74M ﹤0.01%
56,334
-177,964
3389
$1.74M ﹤0.01%
167,722
-34,789
3390
$1.74M ﹤0.01%
+104,500
3391
$1.74M ﹤0.01%
579
-78
3392
$1.74M ﹤0.01%
69,969
-256,675
3393
$1.73M ﹤0.01%
1,227,497
+706,178
3394
$1.73M ﹤0.01%
21,526
+16,861
3395
$1.73M ﹤0.01%
204,424
-1,312,287
3396
$1.73M ﹤0.01%
65,016
-72,515
3397
$1.73M ﹤0.01%
58,414
-12,570
3398
$1.73M ﹤0.01%
39,419
+20,848
3399
$1.73M ﹤0.01%
246,761
-846,515
3400
$1.73M ﹤0.01%
106,926
+1,516
134 135
136
137 138