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
4951
$177K ﹤0.01%
29,243
+6,285
4952
$177K ﹤0.01%
73,167
+3,700
4953
$176K ﹤0.01%
1,094
-222
4954
$176K ﹤0.01%
21,710
+11,936
4955
$176K ﹤0.01%
23,197
-12,426
4956
$175K ﹤0.01%
9,258
-42,915
4957
$175K ﹤0.01%
959
+777
4958
$175K ﹤0.01%
1,300
4959
$174K ﹤0.01%
14,286
-2,511
4960
$174K ﹤0.01%
4,583
-2,969
4961
$174K ﹤0.01%
16,164
+5,909
4962
$173K ﹤0.01%
4,166
-2,986
4963
$173K ﹤0.01%
20,460
-11,677
4964
$172K ﹤0.01%
81,581
-42,938
4965
$171K ﹤0.01%
33
+8
4966
$171K ﹤0.01%
16,213
-3,838
4967
$171K ﹤0.01%
680
-389
4968
$171K ﹤0.01%
3,792
-332
4969
$171K ﹤0.01%
11,741
-11,987
4970
$171K ﹤0.01%
17,124
+4,245
4971
$171K ﹤0.01%
6,513
+1,622
4972
$170K ﹤0.01%
19,673
+12,803
4973
$170K ﹤0.01%
10,773
-6,612
4974
$170K ﹤0.01%
10,804
4975
$169K ﹤0.01%
2,328
-420
197 198
199
200 201