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
3776
$1.11M ﹤0.01%
116,618
-33,436
3777
$1.11M ﹤0.01%
85,763
-39,279
3778
$1.11M ﹤0.01%
66,608
+14,581
3779
$1.11M ﹤0.01%
32,709
-3,063
3780
$1.11M ﹤0.01%
122,687
+108,005
3781
$1.11M ﹤0.01%
59,199
+28,480
3782
$1.11M ﹤0.01%
84,898
-73,572
3783
$1.11M ﹤0.01%
140,376
-76,539
3784
$1.11M ﹤0.01%
88,269
-25,519
3785
$1.1M ﹤0.01%
474,214
-276,267
3786
$1.1M ﹤0.01%
664,821
+137,511
3787
$1.1M ﹤0.01%
27,909
-5,001
3788
$1.1M ﹤0.01%
49,816
-145,666
3789
$1.1M ﹤0.01%
30,080
-67,888
3790
$1.1M ﹤0.01%
59,183
-11,735
3791
$1.1M ﹤0.01%
33,175
+5,753
3792
$1.1M ﹤0.01%
41,616
-44,937
3793
$1.09M ﹤0.01%
280,108
-91,975
3794
$1.09M ﹤0.01%
34,800
+32,909
3795
$1.09M ﹤0.01%
19,833
-4,412
3796
$1.09M ﹤0.01%
50,003
+45,726
3797
$1.09M ﹤0.01%
27,991
-1,255
3798
$1.09M ﹤0.01%
24,032
-24,452
3799
$1.08M ﹤0.01%
23,185
+1,342
3800
$1.08M ﹤0.01%
40,861
+16,999
150 151
152
153 154