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
3576
$1.4M ﹤0.01%
108,530
-36,985
3577
$1.4M ﹤0.01%
310,116
+84,480
3578
$1.39M ﹤0.01%
87,144
+40,688
3579
$1.39M ﹤0.01%
810
-3,962
3580
$1.39M ﹤0.01%
137,180
-893,207
3581
$1.39M ﹤0.01%
74,203
-103,135
3582
$1.39M ﹤0.01%
96,018
-18,177
3583
$1.38M ﹤0.01%
42,781
+23,590
3584
$1.38M ﹤0.01%
117,012
+23,836
3585
$1.38M ﹤0.01%
39,265
-20,062
3586
$1.38M ﹤0.01%
2,552,301
-98,502
3587
$1.38M ﹤0.01%
393,256
+29,755
3588
$1.38M ﹤0.01%
99,074
-54,671
3589
$1.37M ﹤0.01%
27,624
+24,236
3590
$1.37M ﹤0.01%
121,552
-226,883
3591
$1.37M ﹤0.01%
155,819
-77,573
3592
$1.37M ﹤0.01%
89,717
-19,681
3593
$1.37M ﹤0.01%
90,848
-7,163
3594
$1.37M ﹤0.01%
8,336
-4,473
3595
$1.37M ﹤0.01%
12,276
+7,616
3596
$1.36M ﹤0.01%
63,556
+26,209
3597
$1.36M ﹤0.01%
93,673
-18,319
3598
$1.36M ﹤0.01%
43,275
+10,136
3599
$1.36M ﹤0.01%
42,581
-6,648
3600
$1.36M ﹤0.01%
73,269
-17,666
142 143
144
145 146