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
3701
$1.21M ﹤0.01%
63,638
-212,726
3702
$1.21M ﹤0.01%
69,015
-10,521
3703
$1.21M ﹤0.01%
82,489
+77,761
3704
$1.21M ﹤0.01%
39,905
+2,946
3705
$1.21M ﹤0.01%
15,729
+2,806
3706
$1.21M ﹤0.01%
50,607
-49,038
3707
$1.21M ﹤0.01%
123,632
+4,199
3708
$1.21M ﹤0.01%
29,427
-16,610
3709
$1.2M ﹤0.01%
41,611
-120,982
3710
$1.2M ﹤0.01%
131,593
-1,784
3711
$1.2M ﹤0.01%
17,349
-35,640
3712
$1.2M ﹤0.01%
140,858
-124,023
3713
$1.2M ﹤0.01%
28,000
+15,266
3714
$1.2M ﹤0.01%
486,271
+130,973
3715
$1.2M ﹤0.01%
44,314
-28,313
3716
$1.2M ﹤0.01%
194,101
+81,923
3717
$1.19M ﹤0.01%
82,627
+19,898
3718
$1.19M ﹤0.01%
10,147
-181,934
3719
$1.19M ﹤0.01%
77,330
+17,437
3720
$1.19M ﹤0.01%
46,056
+25,247
3721
$1.19M ﹤0.01%
102
-468
3722
$1.19M ﹤0.01%
57,567
+3,854
3723
$1.18M ﹤0.01%
153,186
-28,630
3724
$1.18M ﹤0.01%
83,319
+58,174
3725
$1.18M ﹤0.01%
86,671
-10,710
147 148
149
150 151