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
4951
$178K ﹤0.01%
15,184
-7,324
4952
$177K ﹤0.01%
10,232
-125,506
4953
$177K ﹤0.01%
29,243
+6,285
4954
$177K ﹤0.01%
73,167
+3,700
4955
$176K ﹤0.01%
1,094
-222
4956
$176K ﹤0.01%
21,710
+11,936
4957
$176K ﹤0.01%
23,197
-12,426
4958
$175K ﹤0.01%
1,300
4959
$175K ﹤0.01%
9,258
-42,915
4960
$175K ﹤0.01%
959
+777
4961
$174K ﹤0.01%
14,286
-2,511
4962
$174K ﹤0.01%
4,583
-2,969
4963
$174K ﹤0.01%
16,164
+5,909
4964
$173K ﹤0.01%
4,166
-2,986
4965
$173K ﹤0.01%
20,460
-11,677
4966
$172K ﹤0.01%
81,581
-42,938
4967
$171K ﹤0.01%
16,213
-3,838
4968
$171K ﹤0.01%
680
-389
4969
$171K ﹤0.01%
3,792
-332
4970
$171K ﹤0.01%
33
+8
4971
$171K ﹤0.01%
11,741
-11,987
4972
$171K ﹤0.01%
17,124
+4,245
4973
$171K ﹤0.01%
6,513
+1,622
4974
$170K ﹤0.01%
19,673
+12,803
4975
$170K ﹤0.01%
10,773
-6,612
197 198
199
200 201