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
3751
$1.16M ﹤0.01%
62,333
-22,911
3752
$1.16M ﹤0.01%
226,679
-21,839
3753
$1.15M ﹤0.01%
73,291
-944
3754
$1.15M ﹤0.01%
60,078
-379,013
3755
$1.15M ﹤0.01%
119,441
-208,089
3756
$1.15M ﹤0.01%
129,569
+71,139
3757
$1.15M ﹤0.01%
43,202
+3,118
3758
$1.15M ﹤0.01%
71,553
+168
3759
$1.15M ﹤0.01%
53,642
-70,221
3760
$1.14M ﹤0.01%
86,093
-15,552
3761
$1.14M ﹤0.01%
45,930
+40,356
3762
$1.14M ﹤0.01%
54,546
-1,051
3763
$1.14M ﹤0.01%
49,095
+7,435
3764
$1.13M ﹤0.01%
77,122
-12,440
3765
$1.13M ﹤0.01%
52,234
+49,483
3766
$1.13M ﹤0.01%
9,820
+3,216
3767
$1.13M ﹤0.01%
89,031
+14,689
3768
$1.13M ﹤0.01%
45,252
+31,862
3769
$1.13M ﹤0.01%
90,181
-26,591
3770
$1.13M ﹤0.01%
56,341
+52
3771
$1.12M ﹤0.01%
+112,250
3772
$1.12M ﹤0.01%
22,233
+799
3773
$1.12M ﹤0.01%
138,308
+24,935
3774
$1.12M ﹤0.01%
326,497
-109,147
3775
$1.12M ﹤0.01%
122,738
+52,983
149 150
151
152 153