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
4351
$511K ﹤0.01%
852
+425
4352
$510K ﹤0.01%
180,225
+76,421
4353
$509K ﹤0.01%
14,585
-90,632
4354
$508K ﹤0.01%
17,182
-3,301
4355
$508K ﹤0.01%
11,706
-13,476
4356
$507K ﹤0.01%
26,850
-17,618
4357
$507K ﹤0.01%
21,832
-1,025
4358
$507K ﹤0.01%
6,329
-3,856
4359
$506K ﹤0.01%
26,937
+16,013
4360
$504K ﹤0.01%
54,653
+16,083
4361
$503K ﹤0.01%
16,956
-7,505
4362
$502K ﹤0.01%
21,195
-16,803
4363
$501K ﹤0.01%
27,606
+2,101
4364
$501K ﹤0.01%
35,680
-1,238
4365
$500K ﹤0.01%
1,493
-345
4366
$500K ﹤0.01%
23,185
+11,269
4367
$500K ﹤0.01%
30,015
-300,436
4368
$498K ﹤0.01%
55,169
+6,683
4369
$497K ﹤0.01%
108,394
+14,065
4370
$496K ﹤0.01%
45,776
+21,164
4371
$495K ﹤0.01%
34,356
-551
4372
$495K ﹤0.01%
29,058
+5,457
4373
$494K ﹤0.01%
152,944
+67,861
4374
$492K ﹤0.01%
89,671
+7,002
4375
$491K ﹤0.01%
20,300
+4,032
173 174
175
176 177