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
4001
$845K ﹤0.01%
120,484
+49,888
4002
$844K ﹤0.01%
5,873
+2,090
4003
$844K ﹤0.01%
537
+318
4004
$843K ﹤0.01%
62,212
-84,959
4005
$840K ﹤0.01%
54,412
-4,687
4006
$839K ﹤0.01%
34,088
-250
4007
$838K ﹤0.01%
20,233
-1,881
4008
$835K ﹤0.01%
70,289
-52,039
4009
$835K ﹤0.01%
20,293
-95,172
4010
$835K ﹤0.01%
172,320
+35,835
4011
$835K ﹤0.01%
29,170
-21,437
4012
$834K ﹤0.01%
39,884
-61,458
4013
$833K ﹤0.01%
13,928
+4,151
4014
$833K ﹤0.01%
390,432
-377,760
4015
$832K ﹤0.01%
24,522
+23,256
4016
$831K ﹤0.01%
30,197
-152,206
4017
$830K ﹤0.01%
1,593
-430
4018
$830K ﹤0.01%
31,160
-275,776
4019
$828K ﹤0.01%
42,548
-2,046
4020
$827K ﹤0.01%
131,098
-104,150
4021
$827K ﹤0.01%
45,671
-412
4022
$826K ﹤0.01%
16,747
-56,337
4023
$824K ﹤0.01%
19,990
+1,243
4024
$822K ﹤0.01%
18,964
-581
4025
$822K ﹤0.01%
71,653
-95,472
159 160
161
162 163