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
3726
$1.18M ﹤0.01%
83,319
+58,174
3727
$1.18M ﹤0.01%
86,671
-10,710
3728
$1.18M ﹤0.01%
3,605
-79
3729
$1.18M ﹤0.01%
298,787
+22,105
3730
$1.18M ﹤0.01%
89,758
-138,469
3731
$1.18M ﹤0.01%
33,527
-66,373
3732
$1.18M ﹤0.01%
72,030
-13,303
3733
$1.18M ﹤0.01%
38,829
+21,870
3734
$1.18M ﹤0.01%
3,611
-6,596
3735
$1.17M ﹤0.01%
105,684
+76,033
3736
$1.17M ﹤0.01%
88,012
-184,848
3737
$1.17M ﹤0.01%
176,633
+101,872
3738
$1.17M ﹤0.01%
95,477
-3,157
3739
$1.17M ﹤0.01%
21,538
-8,573
3740
$1.17M ﹤0.01%
28,479
+5,970
3741
$1.17M ﹤0.01%
259,431
+24,985
3742
$1.17M ﹤0.01%
119,145
+4,896
3743
$1.17M ﹤0.01%
240,052
-57,592
3744
$1.17M ﹤0.01%
5,058
-1,459
3745
$1.17M ﹤0.01%
32,729
-23,471
3746
$1.16M ﹤0.01%
105,147
-3,937
3747
$1.16M ﹤0.01%
72,814
+13,595
3748
$1.16M ﹤0.01%
57,291
+19,702
3749
$1.16M ﹤0.01%
41,513
-1,245
3750
$1.16M ﹤0.01%
43,001
-16,028
148 149
150
151 152