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
4076
$765K ﹤0.01%
36,161
+4,115
4077
$762K ﹤0.01%
64,662
-31,272
4078
$762K ﹤0.01%
21,931
+6,136
4079
$762K ﹤0.01%
50,356
+2,763
4080
$761K ﹤0.01%
13,955
-58,433
4081
$761K ﹤0.01%
48,180
-7,396
4082
$759K ﹤0.01%
17,239
-3,396
4083
$758K ﹤0.01%
48,227
+15,309
4084
$758K ﹤0.01%
167,773
-80,052
4085
$756K ﹤0.01%
23,978
-24,271
4086
$755K ﹤0.01%
31,344
-23,916
4087
$754K ﹤0.01%
30,290
-22,527
4088
$753K ﹤0.01%
33,424
-4,810
4089
$752K ﹤0.01%
64,606
+20,458
4090
$751K ﹤0.01%
71,636
-37,796
4091
$750K ﹤0.01%
60,432
-4,913
4092
$750K ﹤0.01%
35,297
+31,690
4093
$744K ﹤0.01%
62,130
-7,690
4094
$738K ﹤0.01%
28,727
+27,988
4095
$737K ﹤0.01%
27,506
+83
4096
$736K ﹤0.01%
45,186
-3,289
4097
$734K ﹤0.01%
39,617
+31,412
4098
$733K ﹤0.01%
28,458
+1,394
4099
$731K ﹤0.01%
26,673
-1,999
4100
$730K ﹤0.01%
135,206
+68,409
162 163
164
165 166