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
4276
$562K ﹤0.01%
14,460
-1,873
4277
$561K ﹤0.01%
32,288
-8,985
4278
$561K ﹤0.01%
21,232
+8
4279
$561K ﹤0.01%
+28,103
4280
$559K ﹤0.01%
10,859
+547
4281
$559K ﹤0.01%
6,693
-10,189
4282
$558K ﹤0.01%
62,601
+41,352
4283
$558K ﹤0.01%
73,531
-7,607
4284
$558K ﹤0.01%
17,706
-70,618
4285
$558K ﹤0.01%
122,653
+25,435
4286
$557K ﹤0.01%
24,148
-161,535
4287
$557K ﹤0.01%
26,763
+11,805
4288
$556K ﹤0.01%
17,983
-101,181
4289
$556K ﹤0.01%
185,239
+86,246
4290
$555K ﹤0.01%
16,812
-4,705
4291
$554K ﹤0.01%
77,338
-31,498
4292
$554K ﹤0.01%
86,601
-28,803
4293
$553K ﹤0.01%
23,687
+11,898
4294
$553K ﹤0.01%
65,257
+3,960
4295
$552K ﹤0.01%
45,707
-780,271
4296
$552K ﹤0.01%
11,371
+1,289
4297
$550K ﹤0.01%
117,669
-51,586
4298
$550K ﹤0.01%
21,637
-191,968
4299
$549K ﹤0.01%
18,217
+1,416
4300
$549K ﹤0.01%
139,380
+92,180
170 171
172
173 174