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
4451
$437K ﹤0.01%
38,891
+21,232
4452
$436K ﹤0.01%
38,883
+23,104
4453
$435K ﹤0.01%
+31,234
4454
$434K ﹤0.01%
7,599
-2,456
4455
$434K ﹤0.01%
58,338
+7,288
4456
$432K ﹤0.01%
100,279
-140,688
4457
$431K ﹤0.01%
14,912
-35,508
4458
$429K ﹤0.01%
3,929
-26,539
4459
$426K ﹤0.01%
13,961
+2,968
4460
$425K ﹤0.01%
7,298
-13,159
4461
$425K ﹤0.01%
34,633
-7,505
4462
$425K ﹤0.01%
30,673
-15,688
4463
$425K ﹤0.01%
23,331
-14,628
4464
$424K ﹤0.01%
28,427
4465
$421K ﹤0.01%
26,452
+1,567
4466
$419K ﹤0.01%
30,176
+2,070
4467
$418K ﹤0.01%
18,563
+2,172
4468
$417K ﹤0.01%
12,254
+10,773
4469
$417K ﹤0.01%
13,659
+2,145
4470
$417K ﹤0.01%
9,300
-1,023
4471
$417K ﹤0.01%
23,107
-3,161
4472
$415K ﹤0.01%
95,892
-56,958
4473
$414K ﹤0.01%
9,464
-81
4474
$413K ﹤0.01%
40,562
-29,474
4475
$412K ﹤0.01%
25,487
-6,514
177 178
179
180 181