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
3951
$897K ﹤0.01%
56,228
+10,543
3952
$897K ﹤0.01%
86,840
+67,732
3953
$897K ﹤0.01%
59,507
-6,927
3954
$896K ﹤0.01%
39,048
-47,365
3955
$895K ﹤0.01%
13,327
-152
3956
$894K ﹤0.01%
43,532
-468
3957
$892K ﹤0.01%
59,205
-3,664
3958
$890K ﹤0.01%
74,896
-93,229
3959
$889K ﹤0.01%
62,635
-5,699
3960
$887K ﹤0.01%
31,010
-214,774
3961
$887K ﹤0.01%
35,896
+10,167
3962
$887K ﹤0.01%
23,340
+13,796
3963
$887K ﹤0.01%
63,423
-2,606
3964
$886K ﹤0.01%
92,123
-2,416
3965
$884K ﹤0.01%
57,213
-6,269
3966
$883K ﹤0.01%
23,398
-245
3967
$881K ﹤0.01%
59,484
-8,316
3968
$881K ﹤0.01%
219,011
+32,772
3969
$880K ﹤0.01%
53,259
-42,816
3970
$879K ﹤0.01%
45,099
+5,998
3971
$878K ﹤0.01%
307,973
-651,037
3972
$878K ﹤0.01%
173,340
-16,244
3973
$878K ﹤0.01%
19,357
-10,166
3974
$877K ﹤0.01%
39,066
+5,840
3975
$877K ﹤0.01%
97,494
+83,902
157 158
159
160 161