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
3926
$920K ﹤0.01%
53,134
-167,590
3927
$920K ﹤0.01%
82,056
-38,300
3928
$919K ﹤0.01%
56,645
-152,842
3929
$918K ﹤0.01%
66,260
-1,991
3930
$917K ﹤0.01%
59,041
+1,096
3931
$917K ﹤0.01%
76,613
-2,414
3932
$916K ﹤0.01%
43,290
-140,718
3933
$916K ﹤0.01%
62,959
+59,132
3934
$916K ﹤0.01%
112,554
-59,309
3935
$915K ﹤0.01%
4,270
-9,272
3936
$914K ﹤0.01%
38,792
-18,059
3937
$913K ﹤0.01%
250,492
-867,044
3938
$911K ﹤0.01%
130,197
-7,018
3939
$911K ﹤0.01%
72,303
+34,398
3940
$910K ﹤0.01%
436,724
-131,125
3941
$906K ﹤0.01%
30,256
-52,092
3942
$906K ﹤0.01%
63,290
+3,147
3943
$906K ﹤0.01%
35,468
+8,138
3944
$905K ﹤0.01%
22,393
-10,608
3945
$904K ﹤0.01%
61,958
-21,812
3946
$904K ﹤0.01%
29,778
-25,287
3947
$904K ﹤0.01%
64,430
+38,414
3948
$898K ﹤0.01%
47,568
-80,674
3949
$898K ﹤0.01%
64,348
+36,050
3950
$897K ﹤0.01%
40,000
-9,514
156 157
158
159 160