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
4551
$353K ﹤0.01%
5,689
-1,161
4552
$353K ﹤0.01%
31,953
+5,571
4553
$352K ﹤0.01%
28,044
-28,740
4554
$350K ﹤0.01%
164,757
+95,382
4555
$350K ﹤0.01%
36,385
-794
4556
$349K ﹤0.01%
17
+3
4557
$349K ﹤0.01%
98,918
+41,854
4558
$347K ﹤0.01%
4,606
+2,392
4559
$345K ﹤0.01%
9,495
-2,077
4560
$345K ﹤0.01%
37,691
+36,344
4561
$344K ﹤0.01%
28,950
+12,076
4562
$344K ﹤0.01%
10,323
-144,879
4563
$344K ﹤0.01%
34,664
-34,604
4564
$343K ﹤0.01%
12,387
-3,928
4565
$342K ﹤0.01%
32,309
+16,635
4566
$342K ﹤0.01%
38,683
-18,638
4567
$341K ﹤0.01%
17,495
-22,000
4568
$341K ﹤0.01%
17,169
+10,221
4569
$341K ﹤0.01%
24,264
+14,810
4570
$341K ﹤0.01%
29,286
-1,394
4571
$340K ﹤0.01%
20,886
-1,633
4572
$339K ﹤0.01%
131,448
+11,978
4573
$338K ﹤0.01%
18,020
-2,236
4574
$337K ﹤0.01%
164,394
-60,175
4575
$337K ﹤0.01%
52,772
-20,090
181 182
183
184 185