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
3476
$1.57M ﹤0.01%
70,912
+41,210
3477
$1.57M ﹤0.01%
29,596
-8,540
3478
$1.57M ﹤0.01%
264,437
+105,444
3479
$1.57M ﹤0.01%
943,473
-1,117,255
3480
$1.57M ﹤0.01%
130,728
-21,887
3481
$1.56M ﹤0.01%
57,405
+11,133
3482
$1.56M ﹤0.01%
31,160
+6,000
3483
$1.56M ﹤0.01%
97,380
+18,905
3484
$1.56M ﹤0.01%
861,373
-78,898
3485
$1.56M ﹤0.01%
107,624
+102,098
3486
$1.56M ﹤0.01%
61,355
+14,639
3487
$1.56M ﹤0.01%
115,194
+1,548
3488
$1.56M ﹤0.01%
84,917
-38,480
3489
$1.56M ﹤0.01%
14,085
-9,877
3490
$1.55M ﹤0.01%
25,117
-53,836
3491
$1.55M ﹤0.01%
20,209
+2,399
3492
$1.55M ﹤0.01%
12,421
+8,660
3493
$1.55M ﹤0.01%
526,360
+244,316
3494
$1.54M ﹤0.01%
156,764
-4,753
3495
$1.54M ﹤0.01%
82,030
+33,390
3496
$1.54M ﹤0.01%
219,684
+38,222
3497
$1.54M ﹤0.01%
164,016
-264,136
3498
$1.54M ﹤0.01%
9,460
-3,716
3499
$1.54M ﹤0.01%
45,384
+9,171
3500
$1.54M ﹤0.01%
70,746
-57,333
138 139
140
141 142