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
4101
$730K ﹤0.01%
13,628
-26,420
4102
$729K ﹤0.01%
56,267
+34,968
4103
$729K ﹤0.01%
20,455
-77,316
4104
$728K ﹤0.01%
17,374
+8,803
4105
$727K ﹤0.01%
37,622
+5,463
4106
$727K ﹤0.01%
15,721
+3,705
4107
$727K ﹤0.01%
28,484
-17,725
4108
$726K ﹤0.01%
19,026
-18,199
4109
$725K ﹤0.01%
294,748
-252,956
4110
$723K ﹤0.01%
19,061
-12,962
4111
$722K ﹤0.01%
20,258
+1,293
4112
$722K ﹤0.01%
44,895
+28,325
4113
$720K ﹤0.01%
39,013
+38,288
4114
$720K ﹤0.01%
28,994
-97,916
4115
$718K ﹤0.01%
15,713
-1,236
4116
$717K ﹤0.01%
151,860
-81,183
4117
$717K ﹤0.01%
22,897
-114,019
4118
$715K ﹤0.01%
58,550
+9,316
4119
$715K ﹤0.01%
29,346
+13,493
4120
$713K ﹤0.01%
86,394
+83,979
4121
$709K ﹤0.01%
97,878
-46,855
4122
$708K ﹤0.01%
24,555
+955
4123
$708K ﹤0.01%
31,596
+11,681
4124
$708K ﹤0.01%
40,653
+21,330
4125
$707K ﹤0.01%
54,015
-65,587
163 164
165
166 167