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
4376
$491K ﹤0.01%
14,747
-82,040
4377
$491K ﹤0.01%
15,334
-800,945
4378
$490K ﹤0.01%
108,778
-118,417
4379
$489K ﹤0.01%
1,817
+656
4380
$489K ﹤0.01%
86,782
+29,294
4381
$489K ﹤0.01%
46,624
-38,200
4382
$488K ﹤0.01%
8,420
-336
4383
$486K ﹤0.01%
112,359
+89,205
4384
$484K ﹤0.01%
36,761
-116,477
4385
$482K ﹤0.01%
19,471
-159,560
4386
$482K ﹤0.01%
27,738
+2,300
4387
$481K ﹤0.01%
57,428
-36,815
4388
$481K ﹤0.01%
22,419
-28,830
4389
$481K ﹤0.01%
14,551
-47,463
4390
$481K ﹤0.01%
26,067
+22,899
4391
$481K ﹤0.01%
17,162
+11,731
4392
$480K ﹤0.01%
18,209
+3,009
4393
$479K ﹤0.01%
19,974
-4,352
4394
$479K ﹤0.01%
53,294
-335,759
4395
$478K ﹤0.01%
25,759
+22,908
4396
$478K ﹤0.01%
31,125
+5,801
4397
$478K ﹤0.01%
14,658
+4,501
4398
$477K ﹤0.01%
10,531
-5,996
4399
$477K ﹤0.01%
34,827
+2,622
4400
$476K ﹤0.01%
58,150
-14,991
174 175
176
177 178