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
4401
$475K ﹤0.01%
71,651
+56,262
4402
$473K ﹤0.01%
26,958
-70,489
4403
$470K ﹤0.01%
+94,652
4404
$470K ﹤0.01%
19,628
-2,857
4405
$469K ﹤0.01%
11,516
-6,708
4406
$469K ﹤0.01%
92,979
-13,743
4407
$469K ﹤0.01%
5,265
-18,206
4408
$469K ﹤0.01%
39,078
-3,271
4409
$468K ﹤0.01%
12,532
-12,193
4410
$468K ﹤0.01%
16,889
-935
4411
$467K ﹤0.01%
4,489
-48,835
4412
$466K ﹤0.01%
35,143
-16,190
4413
$465K ﹤0.01%
75,612
-1,701
4414
$464K ﹤0.01%
341,037
+82,992
4415
$463K ﹤0.01%
36,873
+6,492
4416
$463K ﹤0.01%
57,410
+5,424
4417
$463K ﹤0.01%
72,272
+21,751
4418
$462K ﹤0.01%
316,898
-38,865
4419
$460K ﹤0.01%
36,785
-1,993
4420
$458K ﹤0.01%
27,503
-13,674
4421
$455K ﹤0.01%
41,550
-47,932
4422
$455K ﹤0.01%
67,958
+2,518
4423
$454K ﹤0.01%
32,863
-3,412
4424
$453K ﹤0.01%
33,704
-3,140
4425
$452K ﹤0.01%
26,682
-4,907
175 176
177
178 179