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
4751
$257K ﹤0.01%
45,851
-2,127
4752
$256K ﹤0.01%
34,363
-3,572
4753
$256K ﹤0.01%
18,081
-34,391
4754
$255K ﹤0.01%
15,103
+643
4755
$254K ﹤0.01%
4,200
-999
4756
$253K ﹤0.01%
17,072
-6,059
4757
$251K ﹤0.01%
10,036
+60
4758
$249K ﹤0.01%
47,211
+18,719
4759
$249K ﹤0.01%
9,820
+6,654
4760
$248K ﹤0.01%
9,221
-773
4761
$248K ﹤0.01%
+8,457
4762
$248K ﹤0.01%
18,907
+15,427
4763
$247K ﹤0.01%
45,041
-8,295
4764
$247K ﹤0.01%
10,250
+3,469
4765
$247K ﹤0.01%
48,216
+11,358
4766
$247K ﹤0.01%
7,941
-11,652
4767
$246K ﹤0.01%
10,726
+6,289
4768
$246K ﹤0.01%
5,886
-5,102
4769
$245K ﹤0.01%
14,879
-2,475
4770
$245K ﹤0.01%
2,169
+382
4771
$245K ﹤0.01%
15,079
-63,894
4772
$245K ﹤0.01%
24,392
-775
4773
$245K ﹤0.01%
34,093
-966
4774
$244K ﹤0.01%
35,561
+13,716
4775
$244K ﹤0.01%
3,764
-4,637
189 190
191
192 193