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
4326
$525K ﹤0.01%
2,975
-534
4327
$525K ﹤0.01%
27,417
-6,020
4328
$524K ﹤0.01%
26,186
-20,893
4329
$523K ﹤0.01%
4,072
-16,851
4330
$523K ﹤0.01%
63,901
-63,290
4331
$522K ﹤0.01%
5,333
-51,555
4332
$522K ﹤0.01%
34,989
-21,312
4333
$521K ﹤0.01%
28,888
-1,809
4334
$520K ﹤0.01%
5,197
-8
4335
$520K ﹤0.01%
26,830
+497
4336
$519K ﹤0.01%
23,924
-146
4337
$518K ﹤0.01%
15,137
-6,379
4338
$518K ﹤0.01%
30,014
+3,094
4339
$518K ﹤0.01%
56,042
-13,717
4340
$518K ﹤0.01%
36,888
-1,945
4341
$518K ﹤0.01%
115,129
-3,902
4342
$517K ﹤0.01%
13,458
-846
4343
$517K ﹤0.01%
89,849
+45,388
4344
$515K ﹤0.01%
8,939
-383
4345
$515K ﹤0.01%
28,978
-3,918
4346
$514K ﹤0.01%
49,584
-62,159
4347
$513K ﹤0.01%
10,910
-1,140
4348
$513K ﹤0.01%
24,083
+20,863
4349
$513K ﹤0.01%
38,257
+28,970
4350
$511K ﹤0.01%
31,266
-10,360
172 173
174
175 176