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
4176
$649K ﹤0.01%
35,023
+33,873
4177
$647K ﹤0.01%
40,205
+5,007
4178
$645K ﹤0.01%
32,530
-19,353
4179
$645K ﹤0.01%
22,104
-23,861
4180
$645K ﹤0.01%
30,444
+17,575
4181
$644K ﹤0.01%
4,062
+2,881
4182
$644K ﹤0.01%
13,226
-95,492
4183
$643K ﹤0.01%
46,201
-10,205
4184
$643K ﹤0.01%
22,577
-2,428
4185
$643K ﹤0.01%
44,287
-29,807
4186
$643K ﹤0.01%
82,128
-173,645
4187
$642K ﹤0.01%
41,108
-8,260
4188
$640K ﹤0.01%
56,321
+11,324
4189
$640K ﹤0.01%
27,664
+3,952
4190
$639K ﹤0.01%
14,245
+13,557
4191
$637K ﹤0.01%
59,367
+9,959
4192
$632K ﹤0.01%
31,886
+8,070
4193
$631K ﹤0.01%
16,877
+9,866
4194
$631K ﹤0.01%
52,026
-109,848
4195
$631K ﹤0.01%
27,221
-891
4196
$630K ﹤0.01%
19,764
+17,532
4197
$627K ﹤0.01%
11,794
+571
4198
$627K ﹤0.01%
12,733
-108
4199
$626K ﹤0.01%
41,746
-25,428
4200
$625K ﹤0.01%
88,968
-2,116
166 167
168
169 170