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
3801
$1.08M ﹤0.01%
54,581
-21,549
3802
$1.08M ﹤0.01%
62,458
-216,367
3803
$1.08M ﹤0.01%
19,973
+6,038
3804
$1.08M ﹤0.01%
70,091
-1,100
3805
$1.07M ﹤0.01%
26,237
-27,667
3806
$1.07M ﹤0.01%
81,663
+18,690
3807
$1.07M ﹤0.01%
67,022
-10,715
3808
$1.07M ﹤0.01%
18,252
-133,623
3809
$1.06M ﹤0.01%
18,738
-15,607
3810
$1.06M ﹤0.01%
64,958
+26,347
3811
$1.06M ﹤0.01%
28,406
-34,063
3812
$1.06M ﹤0.01%
8
+3
3813
$1.06M ﹤0.01%
40,124
+6,148
3814
$1.06M ﹤0.01%
133,759
-26,776
3815
$1.06M ﹤0.01%
36,537
+27,587
3816
$1.06M ﹤0.01%
44,333
+33,704
3817
$1.06M ﹤0.01%
321,810
+93,381
3818
$1.05M ﹤0.01%
194,073
-32,631
3819
$1.05M ﹤0.01%
52,236
+12,457
3820
$1.05M ﹤0.01%
59,883
+3,136
3821
$1.05M ﹤0.01%
20,204
-23,305
3822
$1.05M ﹤0.01%
102,733
+61,091
3823
$1.05M ﹤0.01%
93,968
+11,484
3824
$1.05M ﹤0.01%
114,519
+21,618
3825
$1.05M ﹤0.01%
157,018
-95,243
151 152
153
154 155