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
4976
$169K ﹤0.01%
57,663
-88,666
4977
$169K ﹤0.01%
37,489
-50,045
4978
$169K ﹤0.01%
7,193
-125,770
4979
$168K ﹤0.01%
860
-23
4980
$168K ﹤0.01%
+4,937
4981
$168K ﹤0.01%
22,487
-3,806
4982
$167K ﹤0.01%
40,609
+18,591
4983
$167K ﹤0.01%
6,830
-359
4984
$166K ﹤0.01%
10,889
+4,441
4985
$165K ﹤0.01%
8,158
-5,601
4986
$165K ﹤0.01%
6,837
-601
4987
$165K ﹤0.01%
6,358
-7,970
4988
$164K ﹤0.01%
24,328
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4989
$164K ﹤0.01%
10,314
-22,398
4990
$163K ﹤0.01%
56,502
+4,907
4991
$163K ﹤0.01%
1,784
-2,070
4992
$162K ﹤0.01%
6,086
-308
4993
$162K ﹤0.01%
6,544
+1,908
4994
$162K ﹤0.01%
14,667
+14,211
4995
$161K ﹤0.01%
15,772
-16,933
4996
$161K ﹤0.01%
51,925
+36,089
4997
$161K ﹤0.01%
7,413
-3,980
4998
$160K ﹤0.01%
4,877
-3,445
4999
$160K ﹤0.01%
2,737
-16,404
5000
$160K ﹤0.01%
35,113
-32,889
198 199
200
201 202