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
4801
$233K ﹤0.01%
97,852
-62,062
4802
$232K ﹤0.01%
11,728
-18,988
4803
$231K ﹤0.01%
15,231
+3,000
4804
$230K ﹤0.01%
8,223
+1,831
4805
$230K ﹤0.01%
16,064
+109
4806
$228K ﹤0.01%
19,412
-4,130
4807
$228K ﹤0.01%
103,025
-15,561
4808
$227K ﹤0.01%
9,453
+9,440
4809
$227K ﹤0.01%
28,310
-984
4810
$226K ﹤0.01%
56,536
+56,329
4811
$226K ﹤0.01%
9,876
-1,200
4812
$226K ﹤0.01%
14,913
-37,867
4813
$226K ﹤0.01%
9,222
+2,758
4814
$225K ﹤0.01%
12,798
-30,705
4815
$225K ﹤0.01%
5,081
-34,249
4816
$225K ﹤0.01%
30,064
-1,938
4817
$225K ﹤0.01%
23,743
+19,969
4818
$225K ﹤0.01%
160,015
+65,040
4819
$225K ﹤0.01%
16,008
-935
4820
$223K ﹤0.01%
5,985
+467
4821
$222K ﹤0.01%
22,795
+11,446
4822
$221K ﹤0.01%
10,246
+9,082
4823
$221K ﹤0.01%
43,836
-41,035
4824
$221K ﹤0.01%
10,481
-5,920
4825
$220K ﹤0.01%
58,081
+40,222
191 192
193
194 195