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
3676
$1.24M ﹤0.01%
58,710
-236,255
3677
$1.24M ﹤0.01%
39,230
+29,881
3678
$1.24M ﹤0.01%
83,739
-25,536
3679
$1.24M ﹤0.01%
69,646
+32,147
3680
$1.24M ﹤0.01%
71,349
-39,017
3681
$1.23M ﹤0.01%
32,601
-13,304
3682
$1.23M ﹤0.01%
66,569
+21,070
3683
$1.23M ﹤0.01%
195
+81
3684
$1.23M ﹤0.01%
140,586
-27,166
3685
$1.23M ﹤0.01%
45,738
-20,004
3686
$1.23M ﹤0.01%
115,798
-15,393
3687
$1.23M ﹤0.01%
3,438,799
+478,390
3688
$1.23M ﹤0.01%
37,932
-149,908
3689
$1.23M ﹤0.01%
39,276
-4,352
3690
$1.22M ﹤0.01%
43,952
-27,763
3691
$1.22M ﹤0.01%
120,973
-1,819
3692
$1.22M ﹤0.01%
2,301
+613
3693
$1.22M ﹤0.01%
19,136
+3,630
3694
$1.22M ﹤0.01%
51,661
-35,702
3695
$1.22M ﹤0.01%
51,464
+17,597
3696
$1.22M ﹤0.01%
24,863
-524,897
3697
$1.22M ﹤0.01%
40,148
-38,092
3698
$1.21M ﹤0.01%
114,343
+53,816
3699
$1.21M ﹤0.01%
60,713
-10,706
3700
$1.21M ﹤0.01%
311,015
-461,982
146 147
148
149 150