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
3751
$1.15M ﹤0.01%
73,291
-944
3752
$1.15M ﹤0.01%
60,078
-379,013
3753
$1.15M ﹤0.01%
119,441
-208,089
3754
$1.15M ﹤0.01%
129,569
+71,139
3755
$1.15M ﹤0.01%
43,202
+3,118
3756
$1.15M ﹤0.01%
71,553
+168
3757
$1.15M ﹤0.01%
53,642
-70,221
3758
$1.14M ﹤0.01%
86,093
-15,552
3759
$1.14M ﹤0.01%
45,930
+40,356
3760
$1.14M ﹤0.01%
54,546
-1,051
3761
$1.14M ﹤0.01%
49,095
+7,435
3762
$1.13M ﹤0.01%
77,122
-12,440
3763
$1.13M ﹤0.01%
52,234
+49,483
3764
$1.13M ﹤0.01%
9,820
+3,216
3765
$1.13M ﹤0.01%
89,031
+14,689
3766
$1.13M ﹤0.01%
45,252
+31,862
3767
$1.13M ﹤0.01%
90,181
-26,591
3768
$1.13M ﹤0.01%
56,341
+52
3769
$1.12M ﹤0.01%
+112,250
3770
$1.12M ﹤0.01%
22,233
+799
3771
$1.12M ﹤0.01%
138,308
+24,935
3772
$1.12M ﹤0.01%
326,497
-109,147
3773
$1.12M ﹤0.01%
122,738
+52,983
3774
$1.11M ﹤0.01%
85,763
-39,279
3775
$1.11M ﹤0.01%
116,618
-33,436
149 150
151
152 153