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
3826
$1.05M ﹤0.01%
9,662
+1,057
3827
$1.05M ﹤0.01%
21,424
+244
3828
$1.04M ﹤0.01%
247,146
+28,751
3829
$1.04M ﹤0.01%
27,203
-272,542
3830
$1.04M ﹤0.01%
21,841
-4,615
3831
$1.04M ﹤0.01%
33,114
-14,982
3832
$1.04M ﹤0.01%
4,706
-47,669
3833
$1.04M ﹤0.01%
22,674
+1,046
3834
$1.04M ﹤0.01%
44,839
+26,311
3835
$1.04M ﹤0.01%
51,077
+20,614
3836
$1.04M ﹤0.01%
184,814
-6,562
3837
$1.04M ﹤0.01%
128,455
-278,559
3838
$1.03M ﹤0.01%
407,255
+6,708
3839
$1.03M ﹤0.01%
22,537
-29,148
3840
$1.03M ﹤0.01%
48,203
-93,257
3841
$1.03M ﹤0.01%
241,025
-123,340
3842
$1.03M ﹤0.01%
24,151
+353
3843
$1.03M ﹤0.01%
78,020
+62,056
3844
$1.02M ﹤0.01%
44,480
-22,101
3845
$1.02M ﹤0.01%
17,925
+3,655
3846
$1.02M ﹤0.01%
60,407
-99,229
3847
$1.02M ﹤0.01%
5,628
-15,026
3848
$1.02M ﹤0.01%
48,806
-171,059
3849
$1.02M ﹤0.01%
26,101
+18,459
3850
$1.02M ﹤0.01%
60,366
+28,358
152 153
154
155 156