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
4651
$301K ﹤0.01%
15,681
-17,299
4652
$301K ﹤0.01%
+7,764
4653
$301K ﹤0.01%
14,094
+12,492
4654
$301K ﹤0.01%
15,992
-553
4655
$300K ﹤0.01%
38,769
-194,452
4656
$299K ﹤0.01%
4,780
-2,070
4657
$299K ﹤0.01%
4,089
-7,412
4658
$298K ﹤0.01%
61,786
+10,337
4659
$298K ﹤0.01%
46,918
+20,428
4660
$298K ﹤0.01%
21,028
-20,560
4661
$297K ﹤0.01%
8,789
-276,391
4662
$297K ﹤0.01%
36,011
-1,402
4663
$297K ﹤0.01%
51,967
+26,607
4664
$297K ﹤0.01%
15,951
-3,756
4665
$296K ﹤0.01%
46,226
+21,025
4666
$296K ﹤0.01%
33,726
+258
4667
$296K ﹤0.01%
22,133
-4,400
4668
$296K ﹤0.01%
8,216
+4,911
4669
$295K ﹤0.01%
16,885
-9,235
4670
$294K ﹤0.01%
24,224
+12,744
4671
$294K ﹤0.01%
18,861
+155
4672
$293K ﹤0.01%
13,399
-5,038
4673
$292K ﹤0.01%
5,757
+3,992
4674
$292K ﹤0.01%
118,258
+73,637
4675
$292K ﹤0.01%
16,601
-45,139
185 186
187
188 189