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
3651
$1.27M ﹤0.01%
226,832
-1,460,233
3652
$1.27M ﹤0.01%
17,881
-30,501
3653
$1.27M ﹤0.01%
240,888
-678,669
3654
$1.27M ﹤0.01%
82,525
-6,803
3655
$1.27M ﹤0.01%
76,838
-37,388
3656
$1.27M ﹤0.01%
105,865
+37,115
3657
$1.27M ﹤0.01%
76,285
-13,158
3658
$1.26M ﹤0.01%
99,304
+13,550
3659
$1.26M ﹤0.01%
106,938
-14,837
3660
$1.26M ﹤0.01%
100,365
+53,055
3661
$1.26M ﹤0.01%
45,728
-37,046
3662
$1.26M ﹤0.01%
48,791
+31,460
3663
$1.26M ﹤0.01%
8,934
+6,405
3664
$1.26M ﹤0.01%
220,027
-47,503
3665
$1.26M ﹤0.01%
71,590
-72,455
3666
$1.26M ﹤0.01%
137,377
+14,861
3667
$1.25M ﹤0.01%
50,742
-518,760
3668
$1.25M ﹤0.01%
42,814
-10,328
3669
$1.25M ﹤0.01%
93,772
-68,591
3670
$1.25M ﹤0.01%
88,980
-1,546
3671
$1.24M ﹤0.01%
88,828
-161,658
3672
$1.24M ﹤0.01%
28,545
-19,963
3673
$1.24M ﹤0.01%
49,642
+45,297
3674
$1.24M ﹤0.01%
20,944
-9,914
3675
$1.24M ﹤0.01%
126,112
-2,266,452
145 146
147
148 149