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
4776
$243K ﹤0.01%
16,975
4777
$243K ﹤0.01%
11,722
-35,068
4778
$242K ﹤0.01%
107,531
+14,799
4779
$242K ﹤0.01%
44,028
-15,244
4780
$241K ﹤0.01%
13,821
-29,220
4781
$240K ﹤0.01%
4,064
-345
4782
$240K ﹤0.01%
44,879
-5,521
4783
$240K ﹤0.01%
56,536
-40,644
4784
$240K ﹤0.01%
12,220
+1,898
4785
$239K ﹤0.01%
+11,920
4786
$238K ﹤0.01%
1,363
-1,521
4787
$238K ﹤0.01%
16,914
-17,910
4788
$237K ﹤0.01%
17,751
-73,541
4789
$237K ﹤0.01%
80,862
+48,560
4790
$237K ﹤0.01%
16,392
-33,513
4791
$237K ﹤0.01%
16,200
4792
$237K ﹤0.01%
4,943
+2,821
4793
$236K ﹤0.01%
9,422
+2,943
4794
$235K ﹤0.01%
10,313
+4,599
4795
$235K ﹤0.01%
130,590
+127,635
4796
$235K ﹤0.01%
7,845
+7,295
4797
$234K ﹤0.01%
+6,346
4798
$234K ﹤0.01%
11,222
-11,546
4799
$234K ﹤0.01%
+16,067
4800
$234K ﹤0.01%
13,391
-1,170
190 191
192
193 194