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
4026
$822K ﹤0.01%
45,773
-196,773
4027
$821K ﹤0.01%
4
-4
4028
$820K ﹤0.01%
+3,485
4029
$820K ﹤0.01%
33,126
-2,545
4030
$820K ﹤0.01%
108,389
-10,988
4031
$819K ﹤0.01%
15,642
+4,963
4032
$819K ﹤0.01%
12,802
-13,449
4033
$818K ﹤0.01%
1,440
-22
4034
$818K ﹤0.01%
33,736
-9,530
4035
$818K ﹤0.01%
19,659
+2,906
4036
$818K ﹤0.01%
30,067
-108,167
4037
$815K ﹤0.01%
170,446
-21,772
4038
$814K ﹤0.01%
31,631
-4,316
4039
$812K ﹤0.01%
45,110
-128,815
4040
$812K ﹤0.01%
31,900
-734
4041
$808K ﹤0.01%
255,200
+143,220
4042
$808K ﹤0.01%
+32,175
4043
$808K ﹤0.01%
10,624
-16,946
4044
$804K ﹤0.01%
32,640
-4,701
4045
$804K ﹤0.01%
6,949
-22,084
4046
$803K ﹤0.01%
92,045
-409,372
4047
$803K ﹤0.01%
71,433
-352,399
4048
$802K ﹤0.01%
184,389
-36,133
4049
$795K ﹤0.01%
31,793
-2,279
4050
$795K ﹤0.01%
57,135
+22,623
160 161
162
163 164