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
4526
$376K ﹤0.01%
8,794
-21,408
4527
$376K ﹤0.01%
31,663
+4,318
4528
$375K ﹤0.01%
19,221
+1,214
4529
$374K ﹤0.01%
10,363
+198
4530
$374K ﹤0.01%
46,490
+42,024
4531
$373K ﹤0.01%
74,556
-50,738
4532
$373K ﹤0.01%
35,120
-6,208,316
4533
$373K ﹤0.01%
52,169
+50,677
4534
$371K ﹤0.01%
14,067
+1,193
4535
$371K ﹤0.01%
19,278
-2,261
4536
$371K ﹤0.01%
14,592
-154,902
4537
$370K ﹤0.01%
8,168
-726
4538
$369K ﹤0.01%
20,541
-4,737
4539
$369K ﹤0.01%
37,528
+28,998
4540
$368K ﹤0.01%
20,262
-151,835
4541
$363K ﹤0.01%
5,787
-1,269
4542
$362K ﹤0.01%
3,037
-3,341
4543
$361K ﹤0.01%
53,314
+2,197
4544
$360K ﹤0.01%
19,006
-5,648
4545
$360K ﹤0.01%
15,413
-8,873
4546
$358K ﹤0.01%
11,941
-1,730
4547
– –
0
4548
$357K ﹤0.01%
32,839
+11,809
4549
$357K ﹤0.01%
22,721
-1,000
4550
$355K ﹤0.01%
7,448
-7,631
180 181
182
183 184