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
3601
$1.36M ﹤0.01%
67,091
-404
3602
$1.36M ﹤0.01%
91,062
+64,154
3603
$1.35M ﹤0.01%
39,554
+33,092
3604
$1.35M ﹤0.01%
186,286
-3,040
3605
$1.35M ﹤0.01%
138,519
-220,691
3606
$1.35M ﹤0.01%
6,319
-254
3607
$1.35M ﹤0.01%
606,402
+362,142
3608
$1.35M ﹤0.01%
63,340
-35,365
3609
$1.34M ﹤0.01%
80,620
-132,839
3610
$1.34M ﹤0.01%
129,374
-6,324
3611
$1.34M ﹤0.01%
93,134
-1,979
3612
$1.34M ﹤0.01%
36,211
-32,160
3613
$1.34M ﹤0.01%
24,558
-2,556
3614
$1.34M ﹤0.01%
54,784
-5,707
3615
$1.33M ﹤0.01%
27,603
-138,100
3616
$1.33M ﹤0.01%
51,236
-12,349
3617
$1.33M ﹤0.01%
45,402
-78,434
3618
$1.33M ﹤0.01%
26,292
-59,477
3619
$1.33M ﹤0.01%
29,198
-6,335
3620
$1.33M ﹤0.01%
17,857
-32,929
3621
$1.32M ﹤0.01%
257,501
+27,930
3622
$1.32M ﹤0.01%
180,271
+1,444
3623
$1.32M ﹤0.01%
40,460
-110,425
3624
$1.32M ﹤0.01%
61,722
+53,275
3625
$1.32M ﹤0.01%
153,826
+4,113
143 144
145
146 147