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
3826
$1.04M ﹤0.01%
247,146
+28,751
3827
$1.04M ﹤0.01%
21,841
-4,615
3828
$1.04M ﹤0.01%
27,203
-272,542
3829
$1.04M ﹤0.01%
33,114
-14,982
3830
$1.04M ﹤0.01%
4,706
-47,669
3831
$1.04M ﹤0.01%
22,674
+1,046
3832
$1.04M ﹤0.01%
44,839
+26,311
3833
$1.04M ﹤0.01%
184,814
-6,562
3834
$1.04M ﹤0.01%
51,077
+20,614
3835
$1.04M ﹤0.01%
128,455
-278,559
3836
$1.03M ﹤0.01%
407,255
+6,708
3837
$1.03M ﹤0.01%
22,537
-29,148
3838
$1.03M ﹤0.01%
48,203
-93,257
3839
$1.03M ﹤0.01%
24,151
+353
3840
$1.03M ﹤0.01%
241,025
-123,340
3841
$1.03M ﹤0.01%
78,020
+62,056
3842
$1.02M ﹤0.01%
44,480
-22,101
3843
$1.02M ﹤0.01%
17,925
+3,655
3844
$1.02M ﹤0.01%
60,407
-99,229
3845
$1.02M ﹤0.01%
5,628
-15,026
3846
$1.02M ﹤0.01%
48,806
-171,059
3847
$1.02M ﹤0.01%
26,101
+18,459
3848
$1.02M ﹤0.01%
60,366
+28,358
3849
$1.02M ﹤0.01%
197,990
+12,187
3850
$1.02M ﹤0.01%
279,143
+87,683
152 153
154
155 156