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
4626
$313K ﹤0.01%
39,875
+12,051
4627
$312K ﹤0.01%
9,050
-2,000
4628
$312K ﹤0.01%
8,247
-796
4629
$311K ﹤0.01%
17,823
4630
$311K ﹤0.01%
64
-227
4631
$311K ﹤0.01%
23,670
+20,989
4632
$311K ﹤0.01%
57,788
-266,370
4633
$309K ﹤0.01%
19,860
-2,821
4634
$309K ﹤0.01%
12,014
+486
4635
$309K ﹤0.01%
32,002
-3,702
4636
$308K ﹤0.01%
19,480
+17,590
4637
$307K ﹤0.01%
22,639
+17,812
4638
$307K ﹤0.01%
223
+48
4639
$306K ﹤0.01%
20,808
-1,124
4640
$306K ﹤0.01%
28,311
-73,842
4641
$306K ﹤0.01%
24,254
-9,167
4642
$305K ﹤0.01%
6
-4
4643
$305K ﹤0.01%
19,048
+850
4644
– –
0
4645
$304K ﹤0.01%
9,508
+1,953
4646
$304K ﹤0.01%
23,926
-17,147
4647
$304K ﹤0.01%
849,963
-719,664
4648
$304K ﹤0.01%
132,000
-5,000
4649
$303K ﹤0.01%
57,905
+18,323
4650
$303K ﹤0.01%
30,177
-10,100
184 185
186
187 188