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
3401
$1.72M ﹤0.01%
33,485
-31,979
3402
$1.72M ﹤0.01%
438,496
+55,008
3403
$1.72M ﹤0.01%
67,996
-11,092
3404
$1.72M ﹤0.01%
82,092
+60,500
3405
$1.72M ﹤0.01%
571,843
+109,332
3406
$1.71M ﹤0.01%
229,696
+100,026
3407
$1.71M ﹤0.01%
150,632
-25,027
3408
$1.71M ﹤0.01%
182,678
-16,625
3409
$1.7M ﹤0.01%
266,299
+28,222
3410
$1.7M ﹤0.01%
39,845
-59,707
3411
$1.7M ﹤0.01%
87,044
+68,749
3412
$1.69M ﹤0.01%
230,735
+69,585
3413
$1.69M ﹤0.01%
65,496
+61,616
3414
$1.69M ﹤0.01%
55,657
-14,504
3415
$1.69M ﹤0.01%
46,386
+28,950
3416
$1.68M ﹤0.01%
41,268
+5,383
3417
$1.68M ﹤0.01%
46,219
+9,920
3418
$1.68M ﹤0.01%
47,035
-72,250
3419
$1.68M ﹤0.01%
93,928
-4,046
3420
$1.68M ﹤0.01%
107,105
-3,827
3421
$1.67M ﹤0.01%
80,399
-94,254
3422
$1.67M ﹤0.01%
147,351
-46,363
3423
$1.67M ﹤0.01%
75,597
-4,166
3424
$1.67M ﹤0.01%
58,004
+7,975
3425
$1.67M ﹤0.01%
55,087
-31,373
135 136
137
138 139