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
4701
$279K ﹤0.01%
6,185
-6,872
4702
$278K ﹤0.01%
47,001
-264,847
4703
$278K ﹤0.01%
29,980
+25,522
4704
$277K ﹤0.01%
46,019
4705
$277K ﹤0.01%
25,110
-3,612
4706
$275K ﹤0.01%
8,734
+2,286
4707
$274K ﹤0.01%
16,473
+12,856
4708
$273K ﹤0.01%
16,140
+1,452
4709
$273K ﹤0.01%
5,060
-600
4710
$273K ﹤0.01%
19,845
-719
4711
$272K ﹤0.01%
68,664
+26,696
4712
$272K ﹤0.01%
33,303
-1,844
4713
$272K ﹤0.01%
11,651
-144,432
4714
$271K ﹤0.01%
15,922
+635
4715
$269K ﹤0.01%
21,884
+138
4716
$269K ﹤0.01%
46,301
+35,837
4717
$268K ﹤0.01%
29,584
-6,933
4718
$266K ﹤0.01%
19,658
+9,086
4719
$266K ﹤0.01%
31,641
-2,290
4720
$266K ﹤0.01%
3,723
-6,686
4721
$266K ﹤0.01%
35,313
+7,105
4722
$266K ﹤0.01%
15,565
-166
4723
$265K ﹤0.01%
9,877
+6,846
4724
$265K ﹤0.01%
42,382
-38,489
4725
$265K ﹤0.01%
61,600
-17,500
187 188
189
190 191