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
4751
$256K ﹤0.01%
18,081
-34,391
4752
$255K ﹤0.01%
15,103
+643
4753
$254K ﹤0.01%
4,200
-999
4754
$253K ﹤0.01%
17,072
-6,059
4755
$251K ﹤0.01%
10,036
+60
4756
$249K ﹤0.01%
47,211
+18,719
4757
$249K ﹤0.01%
9,820
+6,654
4758
$248K ﹤0.01%
9,221
-773
4759
$248K ﹤0.01%
+8,457
4760
$248K ﹤0.01%
18,907
+15,427
4761
$247K ﹤0.01%
45,041
-8,295
4762
$247K ﹤0.01%
10,250
+3,469
4763
$247K ﹤0.01%
48,216
+11,358
4764
$247K ﹤0.01%
7,941
-11,652
4765
$246K ﹤0.01%
10,726
+6,289
4766
$246K ﹤0.01%
5,886
-5,102
4767
$245K ﹤0.01%
14,879
-2,475
4768
$245K ﹤0.01%
15,079
-63,894
4769
$245K ﹤0.01%
24,392
-775
4770
$245K ﹤0.01%
34,093
-966
4771
$245K ﹤0.01%
2,169
+382
4772
$244K ﹤0.01%
35,561
+13,716
4773
$244K ﹤0.01%
3,764
-4,637
4774
$244K ﹤0.01%
2,764
-4,715
4775
$244K ﹤0.01%
12,900
189 190
191
192 193