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
4351
$509K ﹤0.01%
14,585
-90,632
4352
$508K ﹤0.01%
17,182
-3,301
4353
$508K ﹤0.01%
11,706
-13,476
4354
$507K ﹤0.01%
6,329
-3,856
4355
$507K ﹤0.01%
26,850
-17,618
4356
$507K ﹤0.01%
21,832
-1,025
4357
$506K ﹤0.01%
26,937
+16,013
4358
$504K ﹤0.01%
54,653
+16,083
4359
$503K ﹤0.01%
16,956
-7,505
4360
$502K ﹤0.01%
21,195
-16,803
4361
$501K ﹤0.01%
27,606
+2,101
4362
$501K ﹤0.01%
35,680
-1,238
4363
$500K ﹤0.01%
1,493
-345
4364
$500K ﹤0.01%
23,185
+11,269
4365
$500K ﹤0.01%
30,015
-300,436
4366
$498K ﹤0.01%
55,169
+6,683
4367
$497K ﹤0.01%
108,394
+14,065
4368
$496K ﹤0.01%
45,776
+21,164
4369
$495K ﹤0.01%
34,356
-551
4370
$495K ﹤0.01%
29,058
+5,457
4371
$494K ﹤0.01%
152,944
+67,861
4372
$492K ﹤0.01%
89,671
+7,002
4373
$491K ﹤0.01%
20,300
+4,032
4374
$491K ﹤0.01%
14,747
-82,040
4375
$491K ﹤0.01%
15,334
-800,945
173 174
175
176 177