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
4476
$411K ﹤0.01%
22,653
-4,620
4477
$411K ﹤0.01%
103,884
-24,889
4478
$410K ﹤0.01%
202,733
+72,012
4479
$410K ﹤0.01%
22,285
-15,479
4480
$410K ﹤0.01%
9,115
-109
4481
$409K ﹤0.01%
10,239
-21,565
4482
$409K ﹤0.01%
192,306
+33,618
4483
$408K ﹤0.01%
22,885
-14,973
4484
$408K ﹤0.01%
176,196
-369,260
4485
$408K ﹤0.01%
29,069
+20
4486
$406K ﹤0.01%
22,940
+1,280
4487
$405K ﹤0.01%
25,119
+1,382
4488
$404K ﹤0.01%
48,649
-14,508
4489
$403K ﹤0.01%
47,870
-5,536
4490
$401K ﹤0.01%
29,340
+654
4491
$400K ﹤0.01%
11,249
-14,044
4492
$400K ﹤0.01%
21,315
+19,738
4493
$400K ﹤0.01%
41,603
+26,603
4494
$400K ﹤0.01%
44,868
+9,628
4495
$399K ﹤0.01%
15,970
-261,842
4496
$399K ﹤0.01%
16,388
-4,544
4497
$397K ﹤0.01%
20,716
+5,801
4498
$397K ﹤0.01%
3,131
+1,825
4499
$397K ﹤0.01%
22,683
+11,213
4500
$396K ﹤0.01%
8,585
-2,015
178 179
180
181 182