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
4701
$279K ﹤0.01%
21,906
+12,242
4702
$279K ﹤0.01%
19,778
+4,352
4703
$279K ﹤0.01%
6,185
-6,872
4704
$278K ﹤0.01%
47,001
-264,847
4705
$278K ﹤0.01%
29,980
+25,522
4706
$277K ﹤0.01%
46,019
4707
$277K ﹤0.01%
25,110
-3,612
4708
$275K ﹤0.01%
8,734
+2,286
4709
$274K ﹤0.01%
16,473
+12,856
4710
$273K ﹤0.01%
16,140
+1,452
4711
$273K ﹤0.01%
5,060
-600
4712
$273K ﹤0.01%
19,845
-719
4713
$272K ﹤0.01%
68,664
+26,696
4714
$272K ﹤0.01%
11,651
-144,432
4715
$272K ﹤0.01%
33,303
-1,844
4716
$271K ﹤0.01%
15,922
+635
4717
$269K ﹤0.01%
21,884
+138
4718
$269K ﹤0.01%
46,301
+35,837
4719
$268K ﹤0.01%
29,584
-6,933
4720
$266K ﹤0.01%
19,658
+9,086
4721
$266K ﹤0.01%
31,641
-2,290
4722
$266K ﹤0.01%
3,723
-6,686
4723
$266K ﹤0.01%
35,313
+7,105
4724
$266K ﹤0.01%
15,565
-166
4725
$265K ﹤0.01%
9,877
+6,846
187 188
189
190 191