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
3701
$1.21M ﹤0.01%
60,713
-10,706
3702
$1.21M ﹤0.01%
311,015
-461,982
3703
$1.21M ﹤0.01%
63,638
-212,726
3704
$1.21M ﹤0.01%
69,015
-10,521
3705
$1.21M ﹤0.01%
82,489
+77,761
3706
$1.21M ﹤0.01%
39,905
+2,946
3707
$1.21M ﹤0.01%
15,729
+2,806
3708
$1.21M ﹤0.01%
50,607
-49,038
3709
$1.21M ﹤0.01%
123,632
+4,199
3710
$1.21M ﹤0.01%
29,427
-16,610
3711
$1.2M ﹤0.01%
41,611
-120,982
3712
$1.2M ﹤0.01%
131,593
-1,784
3713
$1.2M ﹤0.01%
17,349
-35,640
3714
$1.2M ﹤0.01%
140,858
-124,023
3715
$1.2M ﹤0.01%
28,000
+15,266
3716
$1.2M ﹤0.01%
486,271
+130,973
3717
$1.2M ﹤0.01%
44,314
-28,313
3718
$1.2M ﹤0.01%
194,101
+81,923
3719
$1.19M ﹤0.01%
82,627
+19,898
3720
$1.19M ﹤0.01%
10,147
-181,934
3721
$1.19M ﹤0.01%
77,330
+17,437
3722
$1.19M ﹤0.01%
46,056
+25,247
3723
$1.19M ﹤0.01%
102
-468
3724
$1.19M ﹤0.01%
57,567
+3,854
3725
$1.18M ﹤0.01%
153,186
-28,630
147 148
149
150 151