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
3776
$1.11M ﹤0.01%
66,608
+14,581
3777
$1.11M ﹤0.01%
32,709
-3,063
3778
$1.11M ﹤0.01%
122,687
+108,005
3779
$1.11M ﹤0.01%
59,199
+28,480
3780
$1.11M ﹤0.01%
84,898
-73,572
3781
$1.11M ﹤0.01%
140,376
-76,539
3782
$1.11M ﹤0.01%
88,269
-25,519
3783
$1.1M ﹤0.01%
474,214
-276,267
3784
$1.1M ﹤0.01%
664,821
+137,511
3785
$1.1M ﹤0.01%
27,909
-5,001
3786
$1.1M ﹤0.01%
49,816
-145,666
3787
$1.1M ﹤0.01%
30,080
-67,888
3788
$1.1M ﹤0.01%
59,183
-11,735
3789
$1.1M ﹤0.01%
33,175
+5,753
3790
$1.1M ﹤0.01%
41,616
-44,937
3791
$1.09M ﹤0.01%
280,108
-91,975
3792
$1.09M ﹤0.01%
34,800
+32,909
3793
$1.09M ﹤0.01%
19,833
-4,412
3794
$1.09M ﹤0.01%
50,003
+45,726
3795
$1.09M ﹤0.01%
27,991
-1,255
3796
$1.09M ﹤0.01%
24,032
-24,452
3797
$1.08M ﹤0.01%
23,185
+1,342
3798
$1.08M ﹤0.01%
40,861
+16,999
3799
$1.08M ﹤0.01%
54,581
-21,549
3800
$1.08M ﹤0.01%
62,458
-216,367
150 151
152
153 154