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
4876
$203K ﹤0.01%
9,788
-6,204
4877
$203K ﹤0.01%
13,090
+10,942
4878
$203K ﹤0.01%
7,976
+710
4879
$203K ﹤0.01%
37,465
-400
4880
$202K ﹤0.01%
6,882
-3,872
4881
$202K ﹤0.01%
19,431
-2,992
4882
$201K ﹤0.01%
76,425
+51,241
4883
$201K ﹤0.01%
38,512
+32,918
4884
$201K ﹤0.01%
12,693
-11,330
4885
$200K ﹤0.01%
18,259
-4,113
4886
$200K ﹤0.01%
8,896
+1,049
4887
$199K ﹤0.01%
37,012
-49,644
4888
$198K ﹤0.01%
5,953
-95,898
4889
$198K ﹤0.01%
60,200
+31,700
4890
$197K ﹤0.01%
1,767
-3,229
4891
$197K ﹤0.01%
10,744
-22,009
4892
$197K ﹤0.01%
69,332
-21,251
4893
$197K ﹤0.01%
9,419
-2,140
4894
$196K ﹤0.01%
4,650
-9,208
4895
$196K ﹤0.01%
6,568
-1,671
4896
$195K ﹤0.01%
8,007
+7,326
4897
$195K ﹤0.01%
13,623
+45
4898
$194K ﹤0.01%
5,564
+1,622
4899
$194K ﹤0.01%
12,100
+9,046
4900
$193K ﹤0.01%
25,483
-73,992
194 195
196
197 198