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
4376
$490K ﹤0.01%
108,778
-118,417
4377
$489K ﹤0.01%
46,624
-38,200
4378
$489K ﹤0.01%
1,817
+656
4379
$489K ﹤0.01%
86,782
+29,294
4380
$488K ﹤0.01%
8,420
-336
4381
$486K ﹤0.01%
112,359
+89,205
4382
$484K ﹤0.01%
36,761
-116,477
4383
$482K ﹤0.01%
19,471
-159,560
4384
$482K ﹤0.01%
27,738
+2,300
4385
$481K ﹤0.01%
26,067
+22,899
4386
$481K ﹤0.01%
17,162
+11,731
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
$480K ﹤0.01%
18,209
+3,009
4391
$479K ﹤0.01%
19,974
-4,352
4392
$479K ﹤0.01%
53,294
-335,759
4393
$478K ﹤0.01%
25,759
+22,908
4394
$478K ﹤0.01%
31,125
+5,801
4395
$478K ﹤0.01%
14,658
+4,501
4396
$477K ﹤0.01%
10,531
-5,996
4397
$477K ﹤0.01%
34,827
+2,622
4398
$476K ﹤0.01%
58,150
-14,991
4399
$476K ﹤0.01%
18,631
-9,072
4400
$476K ﹤0.01%
93,660
-222,126
174 175
176
177 178