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
4126
$705K ﹤0.01%
23,371
-128,554
4127
$703K ﹤0.01%
30,346
-1,424
4128
$702K ﹤0.01%
15,110
-79,523
4129
$701K ﹤0.01%
84,300
-11,718
4130
$699K ﹤0.01%
111,852
+28,385
4131
$696K ﹤0.01%
40,587
-45,295
4132
$695K ﹤0.01%
+74,980
4133
$693K ﹤0.01%
36,943
-31,510
4134
$691K ﹤0.01%
10,478
-6,562
4135
$687K ﹤0.01%
8,409
+7,867
4136
$686K ﹤0.01%
12,335
+7,642
4137
$684K ﹤0.01%
52,669
+14,834
4138
$683K ﹤0.01%
79,850
+47,958
4139
$683K ﹤0.01%
13,939
-1,265
4140
$682K ﹤0.01%
43,503
-3,873
4141
$681K ﹤0.01%
21,437
-56,475
4142
$680K ﹤0.01%
285
+109
4143
$680K ﹤0.01%
92,820
+9,860
4144
$679K ﹤0.01%
20,438
-18,572
4145
$679K ﹤0.01%
7,053
-670
4146
$678K ﹤0.01%
45,898
-30,742
4147
$678K ﹤0.01%
29,691
-460
4148
$676K ﹤0.01%
15,306
+2,307
4149
$675K ﹤0.01%
29,014
-58,426
4150
$675K ﹤0.01%
38,465
-24,106
164 165
166
167 168