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
4926
$187K ﹤0.01%
68,409
+3,826
4927
$186K ﹤0.01%
20,946
-52,952
4928
$185K ﹤0.01%
38,347
-164,792
4929
$185K ﹤0.01%
554
+250
4930
$184K ﹤0.01%
8,004
-30
4931
$184K ﹤0.01%
+22,626
4932
$184K ﹤0.01%
36,912
-11,158
4933
$184K ﹤0.01%
13,411
-3,196
4934
$183K ﹤0.01%
790
+596
4935
$183K ﹤0.01%
18,511
+2,860
4936
$183K ﹤0.01%
85,805
+54,569
4937
$183K ﹤0.01%
4,325
-160,378
4938
$183K ﹤0.01%
6,159
+4,158
4939
$182K ﹤0.01%
17,256
-23,280
4940
$182K ﹤0.01%
77,200
+10,101
4941
$182K ﹤0.01%
18,662
-3,821
4942
$182K ﹤0.01%
26,573
+26,410
4943
$181K ﹤0.01%
40,414
-10,466
4944
$181K ﹤0.01%
21,720
+4,392
4945
$180K ﹤0.01%
13,955
+6,155
4946
$180K ﹤0.01%
5,570
-8,256
4947
$180K ﹤0.01%
3,722
-28
4948
$179K ﹤0.01%
553
+349
4949
$178K ﹤0.01%
7,935
-131,702
4950
$178K ﹤0.01%
9,931
+41
196 197
198
199 200