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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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%
19,023
-5,100
4738
$258K ﹤0.01%
23,601
-38,723
4739
$258K ﹤0.01%
9,445
+550
4740
$258K ﹤0.01%
10,460
-2,211
4741
$258K ﹤0.01%
16,910
+4,825
4742
$258K ﹤0.01%
6,635
-146
4743
$258K ﹤0.01%
58,566
-30,402
4744
$257K ﹤0.01%
4,651
+3,601
4745
$257K ﹤0.01%
15,981
+1,295
4746
$257K ﹤0.01%
2,782
+1,868
4747
$257K ﹤0.01%
101,825
-255,534
4748
$257K ﹤0.01%
45,851
-2,127
4749
$257K ﹤0.01%
+23,687
4750
$256K ﹤0.01%
34,363
-3,572
188 189
190
191 192