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
3976
$877K ﹤0.01%
39,066
+5,840
3977
$877K ﹤0.01%
97,494
+83,902
3978
$874K ﹤0.01%
280,863
-747,106
3979
$870K ﹤0.01%
190,479
-72,537
3980
$869K ﹤0.01%
18,874
-7,630
3981
$867K ﹤0.01%
18,974
-59,197
3982
$866K ﹤0.01%
86,960
+84,292
3983
$866K ﹤0.01%
121,016
+118,878
3984
$865K ﹤0.01%
326,282
-89,458
3985
$863K ﹤0.01%
43,246
-206,447
3986
$861K ﹤0.01%
58,018
+10,559
3987
$861K ﹤0.01%
9,478
-39,234
3988
$861K ﹤0.01%
275,339
+20,757
3989
$861K ﹤0.01%
27,587
-3,783
3990
$859K ﹤0.01%
12,912
-30,137
3991
$858K ﹤0.01%
105,698
-80,151
3992
$858K ﹤0.01%
155,751
-247,847
3993
$857K ﹤0.01%
167,815
-19,348
3994
$855K ﹤0.01%
28,392
-20,994
3995
$854K ﹤0.01%
35,856
-89,187
3996
$854K ﹤0.01%
192,272
-12,141
3997
$852K ﹤0.01%
43,631
+41,858
3998
$851K ﹤0.01%
30,510
-11,951
3999
$851K ﹤0.01%
16,206
-848
4000
$848K ﹤0.01%
51,427
-5,691
158 159
160
161 162