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
4501
$396K ﹤0.01%
205,468
-288,056
4502
$395K ﹤0.01%
30,571
+4,999
4503
$394K ﹤0.01%
23,324
+13,237
4504
$392K ﹤0.01%
25,366
-963
4505
$392K ﹤0.01%
62,876
+41,420
4506
$391K ﹤0.01%
5,208
-4,206
4507
$390K ﹤0.01%
146,166
-87,055
4508
$390K ﹤0.01%
25,884
-121,273
4509
$389K ﹤0.01%
5,369
+4,680
4510
$386K ﹤0.01%
137,734
+134,398
4511
$386K ﹤0.01%
67,654
+25,590
4512
$385K ﹤0.01%
8,244
-5,818
4513
$383K ﹤0.01%
17,170
+17,055
4514
$382K ﹤0.01%
8,757
+7,258
4515
$382K ﹤0.01%
507
+46
4516
$381K ﹤0.01%
8,941
-861
4517
$380K ﹤0.01%
8,549
-22,466
4518
$379K ﹤0.01%
56,044
-3,953
4519
$379K ﹤0.01%
782,689
-186,145
4520
$378K ﹤0.01%
11,134
-9,538
4521
$378K ﹤0.01%
2,784
+275
4522
$378K ﹤0.01%
43,385
+26,118
4523
$377K ﹤0.01%
9,646
-120,291
4524
$376K ﹤0.01%
8,794
-21,408
4525
$376K ﹤0.01%
31,663
+4,318
179 180
181
182 183