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
4451
$438K ﹤0.01%
32,554
-3,543
4452
$437K ﹤0.01%
19,796
+45
4453
$437K ﹤0.01%
38,891
+21,232
4454
$436K ﹤0.01%
38,883
+23,104
4455
$435K ﹤0.01%
+31,234
4456
$434K ﹤0.01%
7,599
-2,456
4457
$434K ﹤0.01%
58,338
+7,288
4458
$432K ﹤0.01%
100,279
-140,688
4459
$431K ﹤0.01%
14,912
-35,508
4460
$429K ﹤0.01%
3,929
-26,539
4461
$426K ﹤0.01%
13,961
+2,968
4462
$425K ﹤0.01%
7,298
-13,159
4463
$425K ﹤0.01%
34,633
-7,505
4464
$425K ﹤0.01%
30,673
-15,688
4465
$425K ﹤0.01%
23,331
-14,628
4466
$424K ﹤0.01%
28,427
4467
$421K ﹤0.01%
26,452
+1,567
4468
$419K ﹤0.01%
30,176
+2,070
4469
$418K ﹤0.01%
18,563
+2,172
4470
$417K ﹤0.01%
12,254
+10,773
4471
$417K ﹤0.01%
13,659
+2,145
4472
$417K ﹤0.01%
9,300
-1,023
4473
$417K ﹤0.01%
23,107
-3,161
4474
$415K ﹤0.01%
95,892
-56,958
4475
$414K ﹤0.01%
9,464
-81
177 178
179
180 181