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
4726
$264K ﹤0.01%
920
+42
4727
$263K ﹤0.01%
18,014
+1,299
4728
$263K ﹤0.01%
25,860
+1,098
4729
$263K ﹤0.01%
6,847
-16,298
4730
$263K ﹤0.01%
20,101
+11,550
4731
$263K ﹤0.01%
433,746
+357,790
4732
$262K ﹤0.01%
2,856
-68,489
4733
$262K ﹤0.01%
17,438
-2,000
4734
$262K ﹤0.01%
16,350
-3,139
4735
$260K ﹤0.01%
15,819
-699
4736
$259K ﹤0.01%
10,231
-13,716
4737
$258K ﹤0.01%
16,910
+4,825
4738
$258K ﹤0.01%
6,635
-146
4739
$258K ﹤0.01%
58,566
-30,402
4740
$258K ﹤0.01%
19,023
-5,100
4741
$258K ﹤0.01%
23,601
-38,723
4742
$258K ﹤0.01%
9,445
+550
4743
$258K ﹤0.01%
10,460
-2,211
4744
$257K ﹤0.01%
+23,687
4745
$257K ﹤0.01%
4,651
+3,601
4746
$257K ﹤0.01%
15,981
+1,295
4747
$257K ﹤0.01%
2,782
+1,868
4748
$257K ﹤0.01%
101,825
-255,534
4749
$257K ﹤0.01%
45,851
-2,127
4750
$256K ﹤0.01%
34,363
-3,572
188 189
190
191 192