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
4051
$792K ﹤0.01%
105,265
-158,159
4052
$792K ﹤0.01%
78,266
-5,125
4053
$791K ﹤0.01%
92,986
-284,163
4054
$791K ﹤0.01%
59,865
-5,295
4055
$790K ﹤0.01%
43,156
+6,895
4056
$789K ﹤0.01%
17,474
-17,064
4057
$788K ﹤0.01%
6,132
-47,126
4058
$787K ﹤0.01%
48,253
-22,314
4059
$786K ﹤0.01%
126,005
+11,209
4060
$786K ﹤0.01%
14,958
-9,546
4061
$786K ﹤0.01%
45,066
+10,560
4062
$786K ﹤0.01%
51,032
-162,670
4063
$785K ﹤0.01%
33,933
+12,150
4064
$784K ﹤0.01%
267,361
+35,083
4065
$783K ﹤0.01%
92,636
-1,635
4066
$782K ﹤0.01%
48,957
-9,555
4067
$780K ﹤0.01%
58,950
+50,671
4068
$780K ﹤0.01%
45,215
+36,441
4069
$778K ﹤0.01%
165,497
-84,587
4070
$777K ﹤0.01%
50,815
-2,444
4071
$774K ﹤0.01%
74,682
-189,210
4072
$773K ﹤0.01%
14,545
+1,733
4073
$771K ﹤0.01%
45,063
-22,588
4074
$766K ﹤0.01%
23,976
-27,649
4075
$765K ﹤0.01%
13,150
-46,516
161 162
163
164 165