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
4726
$265K ﹤0.01%
42,382
-38,489
4727
$265K ﹤0.01%
61,600
-17,500
4728
$264K ﹤0.01%
920
+42
4729
$263K ﹤0.01%
433,746
+357,790
4730
$263K ﹤0.01%
18,014
+1,299
4731
$263K ﹤0.01%
25,860
+1,098
4732
$263K ﹤0.01%
6,847
-16,298
4733
$263K ﹤0.01%
20,101
+11,550
4734
$262K ﹤0.01%
2,856
-68,489
4735
$262K ﹤0.01%
17,438
-2,000
4736
$262K ﹤0.01%
16,350
-3,139
4737
$260K ﹤0.01%
15,819
-699
4738
$259K ﹤0.01%
10,231
-13,716
4739
$258K ﹤0.01%
16,910
+4,825
4740
$258K ﹤0.01%
6,635
-146
4741
$258K ﹤0.01%
58,566
-30,402
4742
$258K ﹤0.01%
19,023
-5,100
4743
$258K ﹤0.01%
23,601
-38,723
4744
$258K ﹤0.01%
9,445
+550
4745
$258K ﹤0.01%
10,460
-2,211
4746
$257K ﹤0.01%
+23,687
4747
$257K ﹤0.01%
4,651
+3,601
4748
$257K ﹤0.01%
15,981
+1,295
4749
$257K ﹤0.01%
2,782
+1,868
4750
$257K ﹤0.01%
101,825
-255,534
188 189
190
191 192