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
4201
$625K ﹤0.01%
81
-204
4202
$623K ﹤0.01%
94,357
-117,056
4203
$622K ﹤0.01%
31,162
-6,451
4204
$622K ﹤0.01%
24,621
+16,180
4205
$621K ﹤0.01%
126,469
+107,529
4206
$619K ﹤0.01%
21,241
-8,767
4207
$618K ﹤0.01%
38,401
-7,331
4208
$618K ﹤0.01%
88,963
-30,999
4209
$618K ﹤0.01%
15,327
-4,649
4210
$617K ﹤0.01%
69,995
+63,793
4211
$615K ﹤0.01%
43,367
+10,791
4212
$615K ﹤0.01%
39,933
+12,982
4213
$614K ﹤0.01%
17,034
-11,823
4214
$613K ﹤0.01%
93,843
+7,699
4215
$612K ﹤0.01%
39,708
+1,400
4216
$612K ﹤0.01%
8,489
-1,380
4217
$612K ﹤0.01%
50,997
-66,078
4218
$610K ﹤0.01%
71,585
+25,107
4219
$610K ﹤0.01%
14,499
+197
4220
$609K ﹤0.01%
29,279
-135,822
4221
$609K ﹤0.01%
61,350
-6,589
4222
$609K ﹤0.01%
113,965
-111,469
4223
$609K ﹤0.01%
40,622
+2,680
4224
$607K ﹤0.01%
27,443
-34,199
4225
$607K ﹤0.01%
8,670
-107,232
167 168
169
170 171