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
3801
$1.08M ﹤0.01%
19,973
+6,038
3802
$1.08M ﹤0.01%
70,091
-1,100
3803
$1.07M ﹤0.01%
26,237
-27,667
3804
$1.07M ﹤0.01%
81,663
+18,690
3805
$1.07M ﹤0.01%
67,022
-10,715
3806
$1.07M ﹤0.01%
18,252
-133,623
3807
$1.06M ﹤0.01%
18,738
-15,607
3808
$1.06M ﹤0.01%
64,958
+26,347
3809
$1.06M ﹤0.01%
28,406
-34,063
3810
$1.06M ﹤0.01%
8
+3
3811
$1.06M ﹤0.01%
40,124
+6,148
3812
$1.06M ﹤0.01%
133,759
-26,776
3813
$1.06M ﹤0.01%
36,537
+27,587
3814
$1.06M ﹤0.01%
44,333
+33,704
3815
$1.06M ﹤0.01%
321,810
+93,381
3816
$1.05M ﹤0.01%
194,073
-32,631
3817
$1.05M ﹤0.01%
52,236
+12,457
3818
$1.05M ﹤0.01%
59,883
+3,136
3819
$1.05M ﹤0.01%
20,204
-23,305
3820
$1.05M ﹤0.01%
102,733
+61,091
3821
$1.05M ﹤0.01%
93,968
+11,484
3822
$1.05M ﹤0.01%
114,519
+21,618
3823
$1.05M ﹤0.01%
157,018
-95,243
3824
$1.05M ﹤0.01%
9,662
+1,057
3825
$1.05M ﹤0.01%
21,424
+244
151 152
153
154 155