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
4676
$292K ﹤0.01%
118,258
+73,637
4677
$292K ﹤0.01%
16,601
-45,139
4678
$291K ﹤0.01%
1,172
+208
4679
$291K ﹤0.01%
16,025
+9,423
4680
$291K ﹤0.01%
36,371
-414,223
4681
$289K ﹤0.01%
155,064
-5,762
4682
$289K ﹤0.01%
11,068
-5,465
4683
$289K ﹤0.01%
78,742
-26,740
4684
$288K ﹤0.01%
10,305
-11,383
4685
$288K ﹤0.01%
13,552
-174,992
4686
$288K ﹤0.01%
199,930
-18,879
4687
$287K ﹤0.01%
39,374
-21,025
4688
$285K ﹤0.01%
42,408
+12,908
4689
$284K ﹤0.01%
44,609
-1
4690
$284K ﹤0.01%
43,412
-192,137
4691
$282K ﹤0.01%
14,953
-43,893
4692
$281K ﹤0.01%
1,631
+1,235
4693
$281K ﹤0.01%
206
+123
4694
$281K ﹤0.01%
19,465
+4,837
4695
$281K ﹤0.01%
13,580
-1,700
4696
$281K ﹤0.01%
7,175
-498
4697
$280K ﹤0.01%
145,634
4698
$280K ﹤0.01%
7,625
+1,720
4699
$280K ﹤0.01%
19,257
-1,554
4700
$279K ﹤0.01%
181,278
+3,200
186 187
188
189 190