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
3551
$1.43M ﹤0.01%
49,236
-287,996
3552
$1.43M ﹤0.01%
110,213
+8,460
3553
$1.43M ﹤0.01%
49,250
+14,310
3554
$1.43M ﹤0.01%
136,533
+24,613
3555
$1.42M ﹤0.01%
228,772
-172,381
3556
$1.42M ﹤0.01%
18,751
+5,384
3557
$1.42M ﹤0.01%
32,301
-12,137
3558
$1.42M ﹤0.01%
101,356
-736
3559
$1.42M ﹤0.01%
590,504
+473,210
3560
$1.42M ﹤0.01%
56,398
+18,920
3561
$1.41M ﹤0.01%
55,112
+340
3562
$1.41M ﹤0.01%
175,198
-6,010
3563
$1.41M ﹤0.01%
179,894
-16,625
3564
$1.41M ﹤0.01%
54,756
+44,928
3565
$1.41M ﹤0.01%
101,454
-31,139
3566
$1.41M ﹤0.01%
35,959
-132,203
3567
$1.41M ﹤0.01%
49,676
+7,937
3568
$1.4M ﹤0.01%
75,266
+48,380
3569
$1.4M ﹤0.01%
31,302
-5,533
3570
$1.4M ﹤0.01%
118,337
+117,934
3571
$1.4M ﹤0.01%
120,777
+9,191
3572
$1.4M ﹤0.01%
82,241
+4,604
3573
$1.4M ﹤0.01%
445,678
-219,654
3574
$1.4M ﹤0.01%
43,240
-81,356
3575
$1.4M ﹤0.01%
106,138
-155,549
141 142
143
144 145