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
4601
$326K ﹤0.01%
237,619
+44,649
4602
$325K ﹤0.01%
3,571
-1,039
4603
$325K ﹤0.01%
65,569
+32,054
4604
$325K ﹤0.01%
22,220
-2,031
4605
$324K ﹤0.01%
14,856
-48
4606
$324K ﹤0.01%
36,301
-14,294
4607
$324K ﹤0.01%
24,776
-45,778
4608
$324K ﹤0.01%
164,158
-3,454,749
4609
$323K ﹤0.01%
19,431
-9,784
4610
$321K ﹤0.01%
22,335
-1,618
4611
$320K ﹤0.01%
16,607
+1,588
4612
$320K ﹤0.01%
19,218
-12,130
4613
$319K ﹤0.01%
16,281
+15,220
4614
$319K ﹤0.01%
217,084
+196,607
4615
$318K ﹤0.01%
19,272
-5,198
4616
$318K ﹤0.01%
24,000
4617
$317K ﹤0.01%
19,054
-348
4618
$317K ﹤0.01%
18,040
-3,055
4619
$316K ﹤0.01%
28,246
-871
4620
$315K ﹤0.01%
18,787
-690,606
4621
$315K ﹤0.01%
33,315
-46,685
4622
$315K ﹤0.01%
5,410
-311
4623
$314K ﹤0.01%
8,873
-278
4624
$313K ﹤0.01%
32,268
-3,798
4625
$313K ﹤0.01%
17,591
+12,183
183 184
185
186 187