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
3676
$1.24M ﹤0.01%
215,155
-398,533
3677
$1.24M ﹤0.01%
52,624
+3,278
3678
$1.24M ﹤0.01%
58,710
-236,255
3679
$1.24M ﹤0.01%
39,230
+29,881
3680
$1.24M ﹤0.01%
69,646
+32,147
3681
$1.24M ﹤0.01%
83,739
-25,536
3682
$1.24M ﹤0.01%
71,349
-39,017
3683
$1.23M ﹤0.01%
32,601
-13,304
3684
$1.23M ﹤0.01%
66,569
+21,070
3685
$1.23M ﹤0.01%
140,586
-27,166
3686
$1.23M ﹤0.01%
45,738
-20,004
3687
$1.23M ﹤0.01%
195
+81
3688
$1.23M ﹤0.01%
115,798
-15,393
3689
$1.23M ﹤0.01%
3,438,799
+478,390
3690
$1.23M ﹤0.01%
37,932
-149,908
3691
$1.23M ﹤0.01%
39,276
-4,352
3692
$1.22M ﹤0.01%
43,952
-27,763
3693
$1.22M ﹤0.01%
120,973
-1,819
3694
$1.22M ﹤0.01%
2,301
+613
3695
$1.22M ﹤0.01%
19,136
+3,630
3696
$1.22M ﹤0.01%
51,661
-35,702
3697
$1.22M ﹤0.01%
51,464
+17,597
3698
$1.22M ﹤0.01%
24,863
-524,897
3699
$1.22M ﹤0.01%
40,148
-38,092
3700
$1.21M ﹤0.01%
114,343
+53,816
146 147
148
149 150