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
4801
$234K ﹤0.01%
+16,067
4802
$234K ﹤0.01%
13,391
-1,170
4803
$233K ﹤0.01%
97,852
-62,062
4804
$232K ﹤0.01%
11,728
-18,988
4805
$231K ﹤0.01%
15,231
+3,000
4806
$230K ﹤0.01%
8,223
+1,831
4807
$230K ﹤0.01%
16,064
+109
4808
$228K ﹤0.01%
103,025
-15,561
4809
$228K ﹤0.01%
19,412
-4,130
4810
$227K ﹤0.01%
9,453
+9,440
4811
$227K ﹤0.01%
28,310
-984
4812
$226K ﹤0.01%
56,536
+56,329
4813
$226K ﹤0.01%
9,876
-1,200
4814
$226K ﹤0.01%
14,913
-37,867
4815
$226K ﹤0.01%
9,222
+2,758
4816
$225K ﹤0.01%
12,798
-30,705
4817
$225K ﹤0.01%
5,081
-34,249
4818
$225K ﹤0.01%
30,064
-1,938
4819
$225K ﹤0.01%
23,743
+19,969
4820
$225K ﹤0.01%
160,015
+65,040
4821
$225K ﹤0.01%
16,008
-935
4822
$223K ﹤0.01%
5,985
+467
4823
$222K ﹤0.01%
22,795
+11,446
4824
$221K ﹤0.01%
10,246
+9,082
4825
$221K ﹤0.01%
43,836
-41,035
191 192
193
194 195