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
3651
$1.27M ﹤0.01%
17,881
-30,501
3652
$1.27M ﹤0.01%
82,525
-6,803
3653
$1.27M ﹤0.01%
105,865
+37,115
3654
$1.27M ﹤0.01%
76,838
-37,388
3655
$1.27M ﹤0.01%
76,285
-13,158
3656
$1.26M ﹤0.01%
106,938
-14,837
3657
$1.26M ﹤0.01%
99,304
+13,550
3658
$1.26M ﹤0.01%
100,365
+53,055
3659
$1.26M ﹤0.01%
45,728
-37,046
3660
$1.26M ﹤0.01%
48,791
+31,460
3661
$1.26M ﹤0.01%
8,934
+6,405
3662
$1.26M ﹤0.01%
220,027
-47,503
3663
$1.26M ﹤0.01%
71,590
-72,455
3664
$1.26M ﹤0.01%
137,377
+14,861
3665
$1.25M ﹤0.01%
50,742
-518,760
3666
$1.25M ﹤0.01%
42,814
-10,328
3667
$1.25M ﹤0.01%
93,772
-68,591
3668
$1.25M ﹤0.01%
88,980
-1,546
3669
$1.24M ﹤0.01%
88,828
-161,658
3670
$1.24M ﹤0.01%
28,545
-19,963
3671
$1.24M ﹤0.01%
49,642
+45,297
3672
$1.24M ﹤0.01%
20,944
-9,914
3673
$1.24M ﹤0.01%
126,112
-2,266,452
3674
$1.24M ﹤0.01%
215,155
-398,533
3675
$1.24M ﹤0.01%
52,624
+3,278
145 146
147
148 149