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
4401
$476K ﹤0.01%
18,631
-9,072
4402
$476K ﹤0.01%
93,660
-222,126
4403
$475K ﹤0.01%
71,651
+56,262
4404
$473K ﹤0.01%
26,958
-70,489
4405
$470K ﹤0.01%
+94,652
4406
$470K ﹤0.01%
19,628
-2,857
4407
$469K ﹤0.01%
92,979
-13,743
4408
$469K ﹤0.01%
5,265
-18,206
4409
$469K ﹤0.01%
39,078
-3,271
4410
$469K ﹤0.01%
11,516
-6,708
4411
$468K ﹤0.01%
12,532
-12,193
4412
$468K ﹤0.01%
16,889
-935
4413
$467K ﹤0.01%
4,489
-48,835
4414
$466K ﹤0.01%
35,143
-16,190
4415
$465K ﹤0.01%
75,612
-1,701
4416
$464K ﹤0.01%
341,037
+82,992
4417
$463K ﹤0.01%
36,873
+6,492
4418
$463K ﹤0.01%
57,410
+5,424
4419
$463K ﹤0.01%
72,272
+21,751
4420
$462K ﹤0.01%
316,898
-38,865
4421
$460K ﹤0.01%
36,785
-1,993
4422
$458K ﹤0.01%
27,503
-13,674
4423
$455K ﹤0.01%
41,550
-47,932
4424
$455K ﹤0.01%
67,958
+2,518
4425
$454K ﹤0.01%
32,863
-3,412
175 176
177
178 179