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
4976
$170K ﹤0.01%
10,804
4977
$169K ﹤0.01%
2,328
-420
4978
$169K ﹤0.01%
37,489
-50,045
4979
$169K ﹤0.01%
7,193
-125,770
4980
$169K ﹤0.01%
57,663
-88,666
4981
$168K ﹤0.01%
860
-23
4982
$168K ﹤0.01%
+4,937
4983
$168K ﹤0.01%
22,487
-3,806
4984
$167K ﹤0.01%
40,609
+18,591
4985
$167K ﹤0.01%
6,830
-359
4986
$166K ﹤0.01%
10,889
+4,441
4987
$165K ﹤0.01%
8,158
-5,601
4988
$165K ﹤0.01%
6,837
-601
4989
$165K ﹤0.01%
6,358
-7,970
4990
$164K ﹤0.01%
24,328
+8,404
4991
$164K ﹤0.01%
10,314
-22,398
4992
$163K ﹤0.01%
56,502
+4,907
4993
$163K ﹤0.01%
1,784
-2,070
4994
$162K ﹤0.01%
6,086
-308
4995
$162K ﹤0.01%
6,544
+1,908
4996
$162K ﹤0.01%
14,667
+14,211
4997
$161K ﹤0.01%
15,772
-16,933
4998
$161K ﹤0.01%
51,925
+36,089
4999
$161K ﹤0.01%
7,413
-3,980
5000
$160K ﹤0.01%
4,877
-3,445
198 199
200
201 202