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
4151
$675K ﹤0.01%
29,014
-58,426
4152
$675K ﹤0.01%
38,465
-24,106
4153
$673K ﹤0.01%
30,366
-4,238
4154
$673K ﹤0.01%
31,620
-49,864
4155
$672K ﹤0.01%
35,070
+13,623
4156
$672K ﹤0.01%
330,728
+201,744
4157
$671K ﹤0.01%
77,151
-15,810
4158
$670K ﹤0.01%
84,845
-57,391
4159
$669K ﹤0.01%
30,094
-14,389
4160
$669K ﹤0.01%
65,328
-13,594
4161
$669K ﹤0.01%
1,771
+1,581
4162
$667K ﹤0.01%
3,755
-2,624
4163
$667K ﹤0.01%
34,927
+26,882
4164
$667K ﹤0.01%
59,039
+40,009
4165
$665K ﹤0.01%
43,750
+7,324
4166
$661K ﹤0.01%
20,876
+18,330
4167
$659K ﹤0.01%
47,552
-6,729
4168
$659K ﹤0.01%
22,272
+1,646
4169
$658K ﹤0.01%
20,089
-9,956
4170
$657K ﹤0.01%
9,069
+5,398
4171
$656K ﹤0.01%
38,602
-5,056
4172
$655K ﹤0.01%
33,855
+33,090
4173
$653K ﹤0.01%
40,850
+6,920
4174
$653K ﹤0.01%
32,473
+24,887
4175
$653K ﹤0.01%
32,201
+1,186
165 166
167
168 169