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
4676
$291K ﹤0.01%
1,172
+208
4677
$291K ﹤0.01%
16,025
+9,423
4678
$291K ﹤0.01%
36,371
-414,223
4679
$289K ﹤0.01%
155,064
-5,762
4680
$289K ﹤0.01%
11,068
-5,465
4681
$289K ﹤0.01%
78,742
-26,740
4682
$288K ﹤0.01%
10,305
-11,383
4683
$288K ﹤0.01%
13,552
-174,992
4684
$288K ﹤0.01%
199,930
-18,879
4685
$287K ﹤0.01%
39,374
-21,025
4686
$285K ﹤0.01%
42,408
+12,908
4687
$284K ﹤0.01%
44,609
-1
4688
$284K ﹤0.01%
43,412
-192,137
4689
$282K ﹤0.01%
14,953
-43,893
4690
$281K ﹤0.01%
1,631
+1,235
4691
$281K ﹤0.01%
206
+123
4692
$281K ﹤0.01%
19,465
+4,837
4693
$281K ﹤0.01%
13,580
-1,700
4694
$281K ﹤0.01%
7,175
-498
4695
$280K ﹤0.01%
7,625
+1,720
4696
$280K ﹤0.01%
145,634
4697
$280K ﹤0.01%
19,257
-1,554
4698
$279K ﹤0.01%
181,278
+3,200
4699
$279K ﹤0.01%
21,906
+12,242
4700
$279K ﹤0.01%
19,778
+4,352
186 187
188
189 190