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
4651
$302K ﹤0.01%
19,190
-7,544
4652
$302K ﹤0.01%
7,139
-7,239
4653
$301K ﹤0.01%
15,681
-17,299
4654
$301K ﹤0.01%
+7,764
4655
$301K ﹤0.01%
14,094
+12,492
4656
$301K ﹤0.01%
15,992
-553
4657
$300K ﹤0.01%
38,769
-194,452
4658
$299K ﹤0.01%
4,089
-7,412
4659
$299K ﹤0.01%
4,780
-2,070
4660
$298K ﹤0.01%
21,028
-20,560
4661
$298K ﹤0.01%
61,786
+10,337
4662
$298K ﹤0.01%
46,918
+20,428
4663
$297K ﹤0.01%
8,789
-276,391
4664
$297K ﹤0.01%
36,011
-1,402
4665
$297K ﹤0.01%
51,967
+26,607
4666
$297K ﹤0.01%
15,951
-3,756
4667
$296K ﹤0.01%
33,726
+258
4668
$296K ﹤0.01%
46,226
+21,025
4669
$296K ﹤0.01%
22,133
-4,400
4670
$296K ﹤0.01%
8,216
+4,911
4671
$295K ﹤0.01%
16,885
-9,235
4672
$294K ﹤0.01%
24,224
+12,744
4673
$294K ﹤0.01%
18,861
+155
4674
$293K ﹤0.01%
13,399
-5,038
4675
$292K ﹤0.01%
5,757
+3,992
185 186
187
188 189