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
4076
$766K ﹤0.01%
23,976
-27,649
4077
$765K ﹤0.01%
13,150
-46,516
4078
$765K ﹤0.01%
36,161
+4,115
4079
$762K ﹤0.01%
64,662
-31,272
4080
$762K ﹤0.01%
21,931
+6,136
4081
$762K ﹤0.01%
50,356
+2,763
4082
$761K ﹤0.01%
13,955
-58,433
4083
$761K ﹤0.01%
48,180
-7,396
4084
$759K ﹤0.01%
17,239
-3,396
4085
$758K ﹤0.01%
48,227
+15,309
4086
$758K ﹤0.01%
167,773
-80,052
4087
$756K ﹤0.01%
23,978
-24,271
4088
$755K ﹤0.01%
31,344
-23,916
4089
$754K ﹤0.01%
30,290
-22,527
4090
$753K ﹤0.01%
33,424
-4,810
4091
$752K ﹤0.01%
64,606
+20,458
4092
$751K ﹤0.01%
71,636
-37,796
4093
$750K ﹤0.01%
35,297
+31,690
4094
$750K ﹤0.01%
60,432
-4,913
4095
$744K ﹤0.01%
62,130
-7,690
4096
$738K ﹤0.01%
28,727
+27,988
4097
$737K ﹤0.01%
27,506
+83
4098
$736K ﹤0.01%
45,186
-3,289
4099
$734K ﹤0.01%
39,617
+31,412
4100
$733K ﹤0.01%
28,458
+1,394
162 163
164
165 166