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
4251
$582K ﹤0.01%
39,608
+4,656
4252
$582K ﹤0.01%
23,025
+4,621
4253
$581K ﹤0.01%
40,212
+5,452
4254
$579K ﹤0.01%
55,708
-62,162
4255
$579K ﹤0.01%
130,247
-210,351
4256
$578K ﹤0.01%
40,459
+1,356
4257
$577K ﹤0.01%
36,308
-1,002
4258
$577K ﹤0.01%
198,870
-97,862
4259
$576K ﹤0.01%
15,329
-2,423
4260
$576K ﹤0.01%
25,320
-41,988
4261
$576K ﹤0.01%
31,974
-26,546
4262
$575K ﹤0.01%
29,254
+4,844
4263
$574K ﹤0.01%
36,373
+5,480
4264
$574K ﹤0.01%
94,294
-141,794
4265
$573K ﹤0.01%
47,901
+44,436
4266
$573K ﹤0.01%
23,201
-62
4267
$571K ﹤0.01%
18,716
+14,708
4268
$568K ﹤0.01%
2,087
+859
4269
$567K ﹤0.01%
40,497
+22,267
4270
$567K ﹤0.01%
31,650
+30,162
4271
$567K ﹤0.01%
85,395
+64,779
4272
$564K ﹤0.01%
47,108
-21,039
4273
$564K ﹤0.01%
11,201
+3,184
4274
$564K ﹤0.01%
41,334
-17,874
4275
$563K ﹤0.01%
8,113
+867
169 170
171
172 173