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
3501
$1.53M ﹤0.01%
52,213
+30,793
3502
$1.53M ﹤0.01%
75,502
-12,620
3503
$1.53M ﹤0.01%
31,104
-32,251
3504
$1.52M ﹤0.01%
373
+73
3505
$1.52M ﹤0.01%
168,753
-3,658
3506
$1.52M ﹤0.01%
66,155
-40,013
3507
$1.51M ﹤0.01%
36,724
-2,220
3508
$1.51M ﹤0.01%
99,076
-30,534
3509
$1.51M ﹤0.01%
41,333
-3,430
3510
$1.51M ﹤0.01%
152,567
+137,298
3511
$1.51M ﹤0.01%
44,107
-7,154
3512
$1.51M ﹤0.01%
124,572
+4,870
3513
$1.51M ﹤0.01%
423,275
-144,153
3514
$1.5M ﹤0.01%
68,313
+16,919
3515
$1.5M ﹤0.01%
75,105
-230,746
3516
$1.5M ﹤0.01%
10,681
-1,773
3517
$1.5M ﹤0.01%
38,948
+10,774
3518
$1.5M ﹤0.01%
52,112
-140,143
3519
$1.49M ﹤0.01%
69,338
+6,046
3520
$1.49M ﹤0.01%
150,684
-90,542
3521
$1.49M ﹤0.01%
232,192
-1,708,700
3522
$1.49M ﹤0.01%
84,911
+81,797
3523
$1.49M ﹤0.01%
127,628
+31,568
3524
$1.48M ﹤0.01%
37,450
-28,243
3525
$1.48M ﹤0.01%
72,448
+37,592
139 140
141
142 143