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
4151
$673K ﹤0.01%
30,366
-4,238
4152
$673K ﹤0.01%
31,620
-49,864
4153
$672K ﹤0.01%
35,070
+13,623
4154
$672K ﹤0.01%
330,728
+201,744
4155
$671K ﹤0.01%
77,151
-15,810
4156
$670K ﹤0.01%
84,845
-57,391
4157
$669K ﹤0.01%
65,328
-13,594
4158
$669K ﹤0.01%
1,771
+1,581
4159
$669K ﹤0.01%
30,094
-14,389
4160
$667K ﹤0.01%
3,755
-2,624
4161
$667K ﹤0.01%
34,927
+26,882
4162
$667K ﹤0.01%
59,039
+40,009
4163
$665K ﹤0.01%
43,750
+7,324
4164
$661K ﹤0.01%
20,876
+18,330
4165
$659K ﹤0.01%
47,552
-6,729
4166
$659K ﹤0.01%
22,272
+1,646
4167
$658K ﹤0.01%
20,089
-9,956
4168
$657K ﹤0.01%
9,069
+5,398
4169
$656K ﹤0.01%
38,602
-5,056
4170
$655K ﹤0.01%
33,855
+33,090
4171
$653K ﹤0.01%
40,850
+6,920
4172
$653K ﹤0.01%
32,473
+24,887
4173
$653K ﹤0.01%
32,201
+1,186
4174
$650K ﹤0.01%
29,792
+3,040
4175
$650K ﹤0.01%
16,262
-18,424
165 166
167
168 169