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
4851
$213K ﹤0.01%
14,811
-3,181
4852
$212K ﹤0.01%
12,378
-5,634
4853
$212K ﹤0.01%
256
-59
4854
$212K ﹤0.01%
27,451
-6,090
4855
$212K ﹤0.01%
15,178
+12,640
4856
$211K ﹤0.01%
4,384
-371
4857
$211K ﹤0.01%
22,942
-17,303
4858
$211K ﹤0.01%
41,021
+40,781
4859
$210K ﹤0.01%
4,235
+3,206
4860
$210K ﹤0.01%
3,933
-2,193
4861
$209K ﹤0.01%
107,539
-430,987
4862
$207K ﹤0.01%
71,032
-197,594
4863
$207K ﹤0.01%
14,847
+4,296
4864
$207K ﹤0.01%
2,826
-5,866
4865
$206K ﹤0.01%
4,522
-980
4866
$206K ﹤0.01%
22,554
-7,484
4867
$206K ﹤0.01%
4,237
-500
4868
$205K ﹤0.01%
3,630
-6,395
4869
$205K ﹤0.01%
22,568
-124,290
4870
$205K ﹤0.01%
3,311
-243
4871
$204K ﹤0.01%
4,611
+2,159
4872
$204K ﹤0.01%
13,977
-2,368
4873
$204K ﹤0.01%
5,858
-2,865
4874
$204K ﹤0.01%
64,998
-24,221
4875
$203K ﹤0.01%
10,146
-9,252
193 194
195
196 197