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
3626
$1.32M ﹤0.01%
45,660
-3,660
3627
$1.32M ﹤0.01%
22,056
+248
3628
$1.31M ﹤0.01%
39,976
-86,264
3629
$1.31M ﹤0.01%
30,325
+21,578
3630
$1.31M ﹤0.01%
75,196
+54,397
3631
$1.31M ﹤0.01%
169,963
-2,510
3632
$1.31M ﹤0.01%
57,858
-16,608
3633
$1.31M ﹤0.01%
75,924
+5,836
3634
$1.31M ﹤0.01%
327,441
-8,345
3635
$1.31M ﹤0.01%
272,795
-135,425
3636
$1.31M ﹤0.01%
32,404
-76,690
3637
$1.31M ﹤0.01%
39,108
-64,248
3638
$1.3M ﹤0.01%
50,708
-1,699
3639
$1.3M ﹤0.01%
52,783
-275,816
3640
$1.3M ﹤0.01%
64,291
-6,362
3641
$1.29M ﹤0.01%
36,095
-353,150
3642
$1.29M ﹤0.01%
70,348
-101,499
3643
$1.29M ﹤0.01%
52,519
-431,859
3644
$1.29M ﹤0.01%
121,918
-3,925
3645
$1.29M ﹤0.01%
25,510
-118,796
3646
$1.28M ﹤0.01%
57,031
+20,719
3647
$1.28M ﹤0.01%
178,657
-142,743
3648
$1.28M ﹤0.01%
160,250
+61,672
3649
$1.27M ﹤0.01%
240,888
-678,669
3650
$1.27M ﹤0.01%
226,832
-1,460,233
144 145
146
147 148