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
4601
$325K ﹤0.01%
65,569
+32,054
4602
$325K ﹤0.01%
22,220
-2,031
4603
$324K ﹤0.01%
24,776
-45,778
4604
$324K ﹤0.01%
164,158
-3,454,749
4605
$324K ﹤0.01%
14,856
-48
4606
$324K ﹤0.01%
36,301
-14,294
4607
$323K ﹤0.01%
19,431
-9,784
4608
$321K ﹤0.01%
22,335
-1,618
4609
$320K ﹤0.01%
16,607
+1,588
4610
$320K ﹤0.01%
19,218
-12,130
4611
$319K ﹤0.01%
16,281
+15,220
4612
$319K ﹤0.01%
217,084
+196,607
4613
$318K ﹤0.01%
24,000
4614
$318K ﹤0.01%
19,272
-5,198
4615
$317K ﹤0.01%
19,054
-348
4616
$317K ﹤0.01%
18,040
-3,055
4617
$316K ﹤0.01%
28,246
-871
4618
$315K ﹤0.01%
33,315
-46,685
4619
$315K ﹤0.01%
5,410
-311
4620
$315K ﹤0.01%
18,787
-690,606
4621
$314K ﹤0.01%
8,873
-278
4622
$313K ﹤0.01%
32,268
-3,798
4623
$313K ﹤0.01%
17,591
+12,183
4624
$313K ﹤0.01%
39,875
+12,051
4625
$312K ﹤0.01%
9,050
-2,000
183 184
185
186 187