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
4901
$193K ﹤0.01%
12,321
-3,677
4902
$193K ﹤0.01%
45,899
+13,687
4903
$192K ﹤0.01%
11,519
-73,739
4904
$192K ﹤0.01%
1,433
+141
4905
$192K ﹤0.01%
5,819
-39,926
4906
$192K ﹤0.01%
5,023
4907
$192K ﹤0.01%
16,973
+9,405
4908
$192K ﹤0.01%
7,607
+5,409
4909
$192K ﹤0.01%
6,447
-2,342
4910
$192K ﹤0.01%
252,035
-253,451
4911
$191K ﹤0.01%
5,504
+5,304
4912
$191K ﹤0.01%
5,019
-43
4913
$191K ﹤0.01%
10,107
-1,678
4914
$191K ﹤0.01%
34,691
+31,448
4915
$191K ﹤0.01%
14,080
+13,068
4916
$190K ﹤0.01%
10,938
4917
$190K ﹤0.01%
5,830
-25,649
4918
$190K ﹤0.01%
13,106
+5,291
4919
$189K ﹤0.01%
20,289
+6,050
4920
$189K ﹤0.01%
13,911
+11,975
4921
$188K ﹤0.01%
9,683
+3,390
4922
$188K ﹤0.01%
9,149
-1,223
4923
$188K ﹤0.01%
+9,136
4924
$187K ﹤0.01%
16,370
+7,784
4925
$187K ﹤0.01%
9,417
-20,202
195 196
197
198 199