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
4251
$581K ﹤0.01%
40,212
+5,452
4252
$579K ﹤0.01%
55,708
-62,162
4253
$579K ﹤0.01%
130,247
-210,351
4254
$578K ﹤0.01%
40,459
+1,356
4255
$577K ﹤0.01%
36,308
-1,002
4256
$577K ﹤0.01%
198,870
-97,862
4257
$576K ﹤0.01%
15,329
-2,423
4258
$576K ﹤0.01%
31,974
-26,546
4259
$576K ﹤0.01%
25,320
-41,988
4260
$575K ﹤0.01%
29,254
+4,844
4261
$574K ﹤0.01%
36,373
+5,480
4262
$574K ﹤0.01%
94,294
-141,794
4263
$573K ﹤0.01%
47,901
+44,436
4264
$573K ﹤0.01%
23,201
-62
4265
$571K ﹤0.01%
18,716
+14,708
4266
$568K ﹤0.01%
2,087
+859
4267
$567K ﹤0.01%
40,497
+22,267
4268
$567K ﹤0.01%
31,650
+30,162
4269
$567K ﹤0.01%
85,395
+64,779
4270
$564K ﹤0.01%
47,108
-21,039
4271
$564K ﹤0.01%
11,201
+3,184
4272
$564K ﹤0.01%
41,334
-17,874
4273
$563K ﹤0.01%
8,113
+867
4274
$563K ﹤0.01%
65,840
+639
4275
$563K ﹤0.01%
64,365
-45,429
169 170
171
172 173