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
3426
$1.66M ﹤0.01%
736,018
+650,383
3427
$1.66M ﹤0.01%
141,647
+82,248
3428
$1.66M ﹤0.01%
43,383
-12,396
3429
$1.66M ﹤0.01%
60,702
-33,324
3430
$1.66M ﹤0.01%
29,816
-5,892
3431
$1.66M ﹤0.01%
38,945
-20,710
3432
$1.65M ﹤0.01%
126,379
-18,505
3433
$1.65M ﹤0.01%
65,673
+27,889
3434
$1.65M ﹤0.01%
67,714
-7,582
3435
$1.65M ﹤0.01%
165,203
+35,438
3436
$1.65M ﹤0.01%
18,708
+425
3437
$1.65M ﹤0.01%
48,142
-1,046
3438
$1.65M ﹤0.01%
101,589
-1,130
3439
$1.65M ﹤0.01%
32,898
-19,144
3440
$1.64M ﹤0.01%
94,586
+50,406
3441
$1.64M ﹤0.01%
53,593
-296,369
3442
$1.63M ﹤0.01%
59,341
-3,183
3443
$1.63M ﹤0.01%
59,069
+2,790
3444
$1.63M ﹤0.01%
161,610
+59,301
3445
$1.63M ﹤0.01%
118,129
-11,919
3446
$1.63M ﹤0.01%
311,264
+3,508
3447
$1.62M ﹤0.01%
349,065
+217,545
3448
$1.62M ﹤0.01%
67,354
-54,406
3449
$1.62M ﹤0.01%
66,961
-2,574
3450
$1.62M ﹤0.01%
135,244
+15,399
136 137
138
139 140