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
3951
$898K ﹤0.01%
64,348
+36,050
3952
$897K ﹤0.01%
56,228
+10,543
3953
$897K ﹤0.01%
86,840
+67,732
3954
$897K ﹤0.01%
40,000
-9,514
3955
$897K ﹤0.01%
59,507
-6,927
3956
$896K ﹤0.01%
39,048
-47,365
3957
$895K ﹤0.01%
13,327
-152
3958
$894K ﹤0.01%
43,532
-468
3959
$892K ﹤0.01%
59,205
-3,664
3960
$890K ﹤0.01%
74,896
-93,229
3961
$889K ﹤0.01%
62,635
-5,699
3962
$887K ﹤0.01%
35,896
+10,167
3963
$887K ﹤0.01%
23,340
+13,796
3964
$887K ﹤0.01%
63,423
-2,606
3965
$887K ﹤0.01%
31,010
-214,774
3966
$886K ﹤0.01%
92,123
-2,416
3967
$884K ﹤0.01%
57,213
-6,269
3968
$883K ﹤0.01%
23,398
-245
3969
$881K ﹤0.01%
59,484
-8,316
3970
$881K ﹤0.01%
219,011
+32,772
3971
$880K ﹤0.01%
53,259
-42,816
3972
$879K ﹤0.01%
45,099
+5,998
3973
$878K ﹤0.01%
173,340
-16,244
3974
$878K ﹤0.01%
307,973
-651,037
3975
$878K ﹤0.01%
19,357
-10,166
157 158
159
160 161