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
4426
$452K ﹤0.01%
9,063
-73,289
4427
$451K ﹤0.01%
17,501
-23,500
4428
$449K ﹤0.01%
30,531
+2,527
4429
$449K ﹤0.01%
23,624
-9,876
4430
$448K ﹤0.01%
18,165
-33,661
4431
$447K ﹤0.01%
30,025
+11,744
4432
$447K ﹤0.01%
34,635
+500
4433
$447K ﹤0.01%
30,081
+13,556
4434
$447K ﹤0.01%
17,265
4435
$446K ﹤0.01%
158,086
+9,180
4436
$446K ﹤0.01%
11,547
-133,043
4437
$445K ﹤0.01%
61,988
+10,753
4438
$444K ﹤0.01%
228,443
+35,144
4439
$444K ﹤0.01%
17,610
-1,330
4440
$443K ﹤0.01%
61,262
-302,445
4441
$443K ﹤0.01%
41,418
+134
4442
$443K ﹤0.01%
50,227
+120
4443
$442K ﹤0.01%
43,200
-817
4444
$442K ﹤0.01%
31,389
+24
4445
$441K ﹤0.01%
721
-41
4446
$440K ﹤0.01%
62,277
+60,903
4447
$438K ﹤0.01%
16,217
+8,909
4448
$438K ﹤0.01%
22,588
+22,370
4449
$438K ﹤0.01%
32,554
-3,543
4450
$437K ﹤0.01%
19,796
+45
176 177
178
179 180