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
4776
$244K ﹤0.01%
2,764
-4,715
4777
$244K ﹤0.01%
12,900
4778
$243K ﹤0.01%
11,722
-35,068
4779
$243K ﹤0.01%
16,975
4780
$242K ﹤0.01%
107,531
+14,799
4781
$242K ﹤0.01%
44,028
-15,244
4782
$241K ﹤0.01%
13,821
-29,220
4783
$240K ﹤0.01%
4,064
-345
4784
$240K ﹤0.01%
44,879
-5,521
4785
$240K ﹤0.01%
56,536
-40,644
4786
$240K ﹤0.01%
12,220
+1,898
4787
$239K ﹤0.01%
+11,920
4788
$238K ﹤0.01%
1,363
-1,521
4789
$238K ﹤0.01%
16,914
-17,910
4790
$237K ﹤0.01%
80,862
+48,560
4791
$237K ﹤0.01%
17,751
-73,541
4792
$237K ﹤0.01%
16,392
-33,513
4793
$237K ﹤0.01%
16,200
4794
$237K ﹤0.01%
4,943
+2,821
4795
$236K ﹤0.01%
9,422
+2,943
4796
$235K ﹤0.01%
10,313
+4,599
4797
$235K ﹤0.01%
130,590
+127,635
4798
$235K ﹤0.01%
7,845
+7,295
4799
$234K ﹤0.01%
+6,346
4800
$234K ﹤0.01%
11,222
-11,546
190 191
192
193 194