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
3526
$1.48M ﹤0.01%
125,720
-104,903
3527
$1.48M ﹤0.01%
93,498
+6,267
3528
$1.47M ﹤0.01%
35,728
+7,230
3529
$1.47M ﹤0.01%
64,399
-452,127
3530
$1.47M ﹤0.01%
135,975
+59,173
3531
$1.47M ﹤0.01%
45,670
+6,063
3532
$1.47M ﹤0.01%
100,227
-32,069
3533
$1.47M ﹤0.01%
44,417
-9,735
3534
$1.47M ﹤0.01%
66,916
-37,815
3535
$1.46M ﹤0.01%
88,605
-8,192
3536
$1.46M ﹤0.01%
203,351
+28,547
3537
$1.46M ﹤0.01%
58,935
-34,845
3538
$1.46M ﹤0.01%
84,225
+83,493
3539
$1.45M ﹤0.01%
27,892
+17,908
3540
$1.45M ﹤0.01%
49,677
+575
3541
$1.45M ﹤0.01%
93,039
-66,459
3542
$1.45M ﹤0.01%
1,830
-831
3543
$1.45M ﹤0.01%
57,688
+54,129
3544
$1.45M ﹤0.01%
98,160
-95,201
3545
$1.44M ﹤0.01%
42,668
-12,599
3546
$1.44M ﹤0.01%
136,171
-43,489
3547
$1.44M ﹤0.01%
144,712
+23,292
3548
$1.43M ﹤0.01%
19,795
+3,397
3549
$1.43M ﹤0.01%
23,705
-372,813
3550
$1.43M ﹤0.01%
22,508
-24,213
140 141
142
143 144