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
4501
$397K ﹤0.01%
22,683
+11,213
4502
$396K ﹤0.01%
8,585
-2,015
4503
$396K ﹤0.01%
205,468
-288,056
4504
$395K ﹤0.01%
30,571
+4,999
4505
$394K ﹤0.01%
23,324
+13,237
4506
$392K ﹤0.01%
25,366
-963
4507
$392K ﹤0.01%
62,876
+41,420
4508
$391K ﹤0.01%
5,208
-4,206
4509
$390K ﹤0.01%
146,166
-87,055
4510
$390K ﹤0.01%
25,884
-121,273
4511
$389K ﹤0.01%
5,369
+4,680
4512
$386K ﹤0.01%
137,734
+134,398
4513
$386K ﹤0.01%
67,654
+25,590
4514
$385K ﹤0.01%
8,244
-5,818
4515
$383K ﹤0.01%
17,170
+17,055
4516
$382K ﹤0.01%
8,757
+7,258
4517
$382K ﹤0.01%
507
+46
4518
$381K ﹤0.01%
8,941
-861
4519
$380K ﹤0.01%
8,549
-22,466
4520
$379K ﹤0.01%
56,044
-3,953
4521
$379K ﹤0.01%
782,689
-186,145
4522
$378K ﹤0.01%
11,134
-9,538
4523
$378K ﹤0.01%
2,784
+275
4524
$378K ﹤0.01%
43,385
+26,118
4525
$377K ﹤0.01%
9,646
-120,291
179 180
181
182 183