Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

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
+24.8%
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
+$793M
2
+$330M
3
+$320M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$297M
5
MSFT icon
Microsoft
MSFT
+$287M

Top Sells

1
+$2.16B
2
+$766M
3
+$541M
4
NFLX icon
Netflix
NFLX
+$511M
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
3601
$1.36M ﹤0.01%
73,269
-17,666
3602
$1.36M ﹤0.01%
67,091
-404
3603
$1.36M ﹤0.01%
91,062
+64,154
3604
$1.35M ﹤0.01%
39,554
+33,092
3605
$1.35M ﹤0.01%
186,286
-3,040
3606
$1.35M ﹤0.01%
138,519
-220,691
3607
$1.35M ﹤0.01%
6,319
-254
3608
$1.35M ﹤0.01%
606,402
+362,142
3609
$1.35M ﹤0.01%
63,340
-35,365
3610
$1.34M ﹤0.01%
80,620
-132,839
3611
$1.34M ﹤0.01%
129,374
-6,324
3612
$1.34M ﹤0.01%
93,134
-1,979
3613
$1.34M ﹤0.01%
36,211
-32,160
3614
$1.34M ﹤0.01%
24,558
-2,556
3615
$1.34M ﹤0.01%
54,784
-5,707
3616
$1.33M ﹤0.01%
27,603
-138,100
3617
$1.33M ﹤0.01%
51,236
-12,349
3618
$1.33M ﹤0.01%
45,402
-78,434
3619
$1.33M ﹤0.01%
26,292
-59,477
3620
$1.33M ﹤0.01%
29,198
-6,335
3621
$1.33M ﹤0.01%
17,857
-32,929
3622
$1.32M ﹤0.01%
257,501
+27,930
3623
$1.32M ﹤0.01%
180,271
+1,444
3624
$1.32M ﹤0.01%
40,460
-110,425
3625
$1.32M ﹤0.01%
61,722
+53,275
143 144
145
146 147