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
4851
$212K ﹤0.01%
15,178
+12,640
4852
$212K ﹤0.01%
12,378
-5,634
4853
$212K ﹤0.01%
256
-59
4854
$211K ﹤0.01%
4,384
-371
4855
$211K ﹤0.01%
22,942
-17,303
4856
$211K ﹤0.01%
41,021
+40,781
4857
$210K ﹤0.01%
4,235
+3,206
4858
$210K ﹤0.01%
3,933
-2,193
4859
$209K ﹤0.01%
107,539
-430,987
4860
$207K ﹤0.01%
71,032
-197,594
4861
$207K ﹤0.01%
14,847
+4,296
4862
$207K ﹤0.01%
2,826
-5,866
4863
$206K ﹤0.01%
22,554
-7,484
4864
$206K ﹤0.01%
4,237
-500
4865
$206K ﹤0.01%
4,522
-980
4866
$205K ﹤0.01%
3,630
-6,395
4867
$205K ﹤0.01%
22,568
-124,290
4868
$205K ﹤0.01%
3,311
-243
4869
$204K ﹤0.01%
4,611
+2,159
4870
$204K ﹤0.01%
13,977
-2,368
4871
$204K ﹤0.01%
5,858
-2,865
4872
$204K ﹤0.01%
64,998
-24,221
4873
$203K ﹤0.01%
10,146
-9,252
4874
$203K ﹤0.01%
37,465
-400
4875
$203K ﹤0.01%
9,788
-6,204
193 194
195
196 197