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
4301
$549K ﹤0.01%
18,217
+1,416
4302
$549K ﹤0.01%
139,380
+92,180
4303
$545K ﹤0.01%
13,671
+7,812
4304
$545K ﹤0.01%
6,048
-3,753
4305
$544K ﹤0.01%
59,123
+40,946
4306
$544K ﹤0.01%
39,288
+27
4307
$543K ﹤0.01%
20,058
-119,013
4308
$542K ﹤0.01%
19,914
+3,496
4309
$541K ﹤0.01%
20,710
-2,650
4310
$540K ﹤0.01%
230,574
+2,900
4311
$539K ﹤0.01%
39,523
+15,051
4312
$539K ﹤0.01%
78,390
-4
4313
$538K ﹤0.01%
54,259
+21,230
4314
$537K ﹤0.01%
13,770
-17,237
4315
$536K ﹤0.01%
145,700
+77,400
4316
$535K ﹤0.01%
172,665
-46,446
4317
$534K ﹤0.01%
21,269
+8,594
4318
$533K ﹤0.01%
43,441
+8,231
4319
$533K ﹤0.01%
16,398
-244
4320
$531K ﹤0.01%
9,776
-41,918
4321
$531K ﹤0.01%
10,093
-29,269
4322
$530K ﹤0.01%
57,330
+29,514
4323
$530K ﹤0.01%
19,404
-21,813
4324
$529K ﹤0.01%
20,576
+4,978
4325
$527K ﹤0.01%
88,852
+20,424
171 172
173
174 175