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
4301
$545K ﹤0.01%
13,671
+7,812
4302
$545K ﹤0.01%
6,048
-3,753
4303
$544K ﹤0.01%
59,123
+40,946
4304
$544K ﹤0.01%
39,288
+27
4305
$543K ﹤0.01%
20,058
-119,013
4306
$542K ﹤0.01%
19,914
+3,496
4307
$541K ﹤0.01%
20,710
-2,650
4308
$540K ﹤0.01%
230,574
+2,900
4309
$539K ﹤0.01%
39,523
+15,051
4310
$539K ﹤0.01%
78,390
-4
4311
$538K ﹤0.01%
54,259
+21,230
4312
$537K ﹤0.01%
13,770
-17,237
4313
$536K ﹤0.01%
145,700
+77,400
4314
$535K ﹤0.01%
172,665
-46,446
4315
$534K ﹤0.01%
21,269
+8,594
4316
$533K ﹤0.01%
16,398
-244
4317
$533K ﹤0.01%
43,441
+8,231
4318
$531K ﹤0.01%
9,776
-41,918
4319
$531K ﹤0.01%
10,093
-29,269
4320
$530K ﹤0.01%
57,330
+29,514
4321
$530K ﹤0.01%
19,404
-21,813
4322
$529K ﹤0.01%
20,576
+4,978
4323
$527K ﹤0.01%
88,852
+20,424
4324
$525K ﹤0.01%
2,975
-534
4325
$525K ﹤0.01%
27,417
-6,020
171 172
173
174 175