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
4226
$607K ﹤0.01%
27,443
-34,199
4227
$607K ﹤0.01%
8,670
-107,232
4228
$606K ﹤0.01%
43,171
+30,608
4229
$605K ﹤0.01%
63,574
+19,188
4230
$604K ﹤0.01%
48,470
+21,553
4231
$602K ﹤0.01%
45,427
-249,721
4232
$602K ﹤0.01%
75,344
+7,511
4233
$598K ﹤0.01%
32,834
+13,189
4234
$597K ﹤0.01%
13,559
-13,284
4235
$596K ﹤0.01%
23,763
-150
4236
$595K ﹤0.01%
26,333
-6,578
4237
$592K ﹤0.01%
84,729
-92,166
4238
$591K ﹤0.01%
37,279
+34,318
4239
$591K ﹤0.01%
40,053
-74,753
4240
$590K ﹤0.01%
19,913
+16,188
4241
$590K ﹤0.01%
7,472
+840
4242
$589K ﹤0.01%
199,791
-26,321
4243
$589K ﹤0.01%
22,621
+19,637
4244
$588K ﹤0.01%
8,222
-13,801
4245
$587K ﹤0.01%
38,257
-9,871
4246
$587K ﹤0.01%
81,448
-124,651
4247
$586K ﹤0.01%
39,146
+29
4248
$584K ﹤0.01%
51,230
-36,205
4249
$583K ﹤0.01%
21,888
-23,626
4250
$582K ﹤0.01%
12,671
-1,571
168 169
170
171 172