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
4426
$453K ﹤0.01%
33,704
-3,140
4427
$452K ﹤0.01%
26,682
-4,907
4428
$452K ﹤0.01%
9,063
-73,289
4429
$451K ﹤0.01%
17,501
-23,500
4430
$449K ﹤0.01%
23,624
-9,876
4431
$449K ﹤0.01%
30,531
+2,527
4432
$448K ﹤0.01%
18,165
-33,661
4433
$447K ﹤0.01%
30,025
+11,744
4434
$447K ﹤0.01%
34,635
+500
4435
$447K ﹤0.01%
30,081
+13,556
4436
$447K ﹤0.01%
17,265
4437
$446K ﹤0.01%
158,086
+9,180
4438
$446K ﹤0.01%
11,547
-133,043
4439
$445K ﹤0.01%
61,988
+10,753
4440
$444K ﹤0.01%
228,443
+35,144
4441
$444K ﹤0.01%
17,610
-1,330
4442
$443K ﹤0.01%
61,262
-302,445
4443
$443K ﹤0.01%
41,418
+134
4444
$443K ﹤0.01%
50,227
+120
4445
$442K ﹤0.01%
31,389
+24
4446
$442K ﹤0.01%
43,200
-817
4447
$441K ﹤0.01%
721
-41
4448
$440K ﹤0.01%
62,277
+60,903
4449
$438K ﹤0.01%
16,217
+8,909
4450
$438K ﹤0.01%
22,588
+22,370
176 177
178
179 180