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
3626
$1.32M ﹤0.01%
153,826
+4,113
3627
$1.32M ﹤0.01%
22,056
+248
3628
$1.32M ﹤0.01%
45,660
-3,660
3629
$1.31M ﹤0.01%
39,976
-86,264
3630
$1.31M ﹤0.01%
30,325
+21,578
3631
$1.31M ﹤0.01%
75,196
+54,397
3632
$1.31M ﹤0.01%
169,963
-2,510
3633
$1.31M ﹤0.01%
57,858
-16,608
3634
$1.31M ﹤0.01%
75,924
+5,836
3635
$1.31M ﹤0.01%
272,795
-135,425
3636
$1.31M ﹤0.01%
32,404
-76,690
3637
$1.31M ﹤0.01%
327,441
-8,345
3638
$1.31M ﹤0.01%
39,108
-64,248
3639
$1.3M ﹤0.01%
50,708
-1,699
3640
$1.3M ﹤0.01%
52,783
-275,816
3641
$1.3M ﹤0.01%
64,291
-6,362
3642
$1.29M ﹤0.01%
36,095
-353,150
3643
$1.29M ﹤0.01%
2,310
+489
3644
$1.29M ﹤0.01%
70,348
-101,499
3645
$1.29M ﹤0.01%
52,519
-431,859
3646
$1.29M ﹤0.01%
121,918
-3,925
3647
$1.29M ﹤0.01%
25,510
-118,796
3648
$1.28M ﹤0.01%
57,031
+20,719
3649
$1.28M ﹤0.01%
178,657
-142,743
3650
$1.28M ﹤0.01%
160,250
+61,672
144 145
146
147 148