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
3976
$874K ﹤0.01%
280,863
-747,106
3977
$870K ﹤0.01%
190,479
-72,537
3978
$869K ﹤0.01%
18,874
-7,630
3979
$867K ﹤0.01%
18,974
-59,197
3980
$866K ﹤0.01%
86,960
+84,292
3981
$866K ﹤0.01%
121,016
+118,878
3982
$865K ﹤0.01%
326,282
-89,458
3983
$863K ﹤0.01%
43,246
-206,447
3984
$861K ﹤0.01%
9,478
-39,234
3985
$861K ﹤0.01%
275,339
+20,757
3986
$861K ﹤0.01%
27,587
-3,783
3987
$861K ﹤0.01%
58,018
+10,559
3988
$859K ﹤0.01%
12,912
-30,137
3989
$858K ﹤0.01%
105,698
-80,151
3990
$858K ﹤0.01%
155,751
-247,847
3991
$857K ﹤0.01%
167,815
-19,348
3992
$855K ﹤0.01%
28,392
-20,994
3993
$854K ﹤0.01%
192,272
-12,141
3994
$854K ﹤0.01%
35,856
-89,187
3995
$852K ﹤0.01%
43,631
+41,858
3996
$851K ﹤0.01%
30,510
-11,951
3997
$851K ﹤0.01%
16,206
-848
3998
$848K ﹤0.01%
51,427
-5,691
3999
$848K ﹤0.01%
83,029
+291
4000
$846K ﹤0.01%
25,454
+5,692
158 159
160
161 162