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
3901
$958K ﹤0.01%
65,848
+4,557
3902
$954K ﹤0.01%
33,577
+12,005
3903
$953K ﹤0.01%
43,148
-99,454
3904
$951K ﹤0.01%
29,999
-39,798
3905
$950K ﹤0.01%
8,820
-46,972
3906
$948K ﹤0.01%
59,299
-2,203
3907
$947K ﹤0.01%
10,135
-10,363
3908
$947K ﹤0.01%
18,751
+5,063
3909
$947K ﹤0.01%
49,454
+17,698
3910
$946K ﹤0.01%
342,673
-80,847
3911
$943K ﹤0.01%
180,573
3912
$941K ﹤0.01%
7,844
+2,392
3913
$941K ﹤0.01%
106,534
+34,322
3914
$940K ﹤0.01%
69,136
+1,564
3915
$940K ﹤0.01%
95,377
-3,870
3916
$939K ﹤0.01%
27,897
+20,142
3917
$935K ﹤0.01%
45,343
-42,157
3918
$935K ﹤0.01%
15,555
+2,693
3919
$934K ﹤0.01%
67,006
+28,986
3920
$933K ﹤0.01%
112,446
-8,469
3921
$932K ﹤0.01%
28,727
+25,237
3922
$931K ﹤0.01%
19,198
-475
3923
$930K ﹤0.01%
3,755
+2,505
3924
$928K ﹤0.01%
38,417
+7,842
3925
$927K ﹤0.01%
69,021
+44,622
155 156
157
158 159