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
4226
$606K ﹤0.01%
43,171
+30,608
4227
$605K ﹤0.01%
63,574
+19,188
4228
$604K ﹤0.01%
48,470
+21,553
4229
$602K ﹤0.01%
45,427
-249,721
4230
$602K ﹤0.01%
75,344
+7,511
4231
$598K ﹤0.01%
32,834
+13,189
4232
$597K ﹤0.01%
13,559
-13,284
4233
$596K ﹤0.01%
23,763
-150
4234
$595K ﹤0.01%
26,333
-6,578
4235
$592K ﹤0.01%
84,729
-92,166
4236
$591K ﹤0.01%
37,279
+34,318
4237
$591K ﹤0.01%
40,053
-74,753
4238
$590K ﹤0.01%
19,913
+16,188
4239
$590K ﹤0.01%
7,472
+840
4240
$589K ﹤0.01%
22,621
+19,637
4241
$589K ﹤0.01%
199,791
-26,321
4242
$588K ﹤0.01%
8,222
-13,801
4243
$587K ﹤0.01%
81,448
-124,651
4244
$587K ﹤0.01%
38,257
-9,871
4245
$586K ﹤0.01%
39,146
+29
4246
$584K ﹤0.01%
51,230
-36,205
4247
$583K ﹤0.01%
21,888
-23,626
4248
$582K ﹤0.01%
12,671
-1,571
4249
$582K ﹤0.01%
39,608
+4,656
4250
$582K ﹤0.01%
23,025
+4,621
168 169
170
171 172