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
3726
$1.18M ﹤0.01%
3,605
-79
3727
$1.18M ﹤0.01%
298,787
+22,105
3728
$1.18M ﹤0.01%
89,758
-138,469
3729
$1.18M ﹤0.01%
33,527
-66,373
3730
$1.18M ﹤0.01%
72,030
-13,303
3731
$1.18M ﹤0.01%
38,829
+21,870
3732
$1.18M ﹤0.01%
3,611
-6,596
3733
$1.17M ﹤0.01%
105,684
+76,033
3734
$1.17M ﹤0.01%
88,012
-184,848
3735
$1.17M ﹤0.01%
176,633
+101,872
3736
$1.17M ﹤0.01%
95,477
-3,157
3737
$1.17M ﹤0.01%
21,538
-8,573
3738
$1.17M ﹤0.01%
28,479
+5,970
3739
$1.17M ﹤0.01%
259,431
+24,985
3740
$1.17M ﹤0.01%
119,145
+4,896
3741
$1.17M ﹤0.01%
240,052
-57,592
3742
$1.17M ﹤0.01%
5,058
-1,459
3743
$1.17M ﹤0.01%
32,729
-23,471
3744
$1.16M ﹤0.01%
105,147
-3,937
3745
$1.16M ﹤0.01%
72,814
+13,595
3746
$1.16M ﹤0.01%
57,291
+19,702
3747
$1.16M ﹤0.01%
43,001
-16,028
3748
$1.16M ﹤0.01%
62,333
-22,911
3749
$1.16M ﹤0.01%
41,513
-1,245
3750
$1.16M ﹤0.01%
226,679
-21,839
148 149
150
151 152