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
4276
$563K ﹤0.01%
65,840
+639
4277
$563K ﹤0.01%
64,365
-45,429
4278
$562K ﹤0.01%
14,460
-1,873
4279
$561K ﹤0.01%
21,232
+8
4280
$561K ﹤0.01%
+28,103
4281
$561K ﹤0.01%
32,288
-8,985
4282
$559K ﹤0.01%
10,859
+547
4283
$559K ﹤0.01%
6,693
-10,189
4284
$558K ﹤0.01%
73,531
-7,607
4285
$558K ﹤0.01%
17,706
-70,618
4286
$558K ﹤0.01%
122,653
+25,435
4287
$558K ﹤0.01%
62,601
+41,352
4288
$557K ﹤0.01%
24,148
-161,535
4289
$557K ﹤0.01%
26,763
+11,805
4290
$556K ﹤0.01%
17,983
-101,181
4291
$556K ﹤0.01%
185,239
+86,246
4292
$555K ﹤0.01%
16,812
-4,705
4293
$554K ﹤0.01%
86,601
-28,803
4294
$554K ﹤0.01%
77,338
-31,498
4295
$553K ﹤0.01%
23,687
+11,898
4296
$553K ﹤0.01%
65,257
+3,960
4297
$552K ﹤0.01%
45,707
-780,271
4298
$552K ﹤0.01%
11,371
+1,289
4299
$550K ﹤0.01%
21,637
-191,968
4300
$550K ﹤0.01%
117,669
-51,586
170 171
172
173 174