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
5001
$160K ﹤0.01%
2,737
-16,404
5002
$160K ﹤0.01%
35,113
-32,889
5003
$160K ﹤0.01%
8,863
-19,374
5004
$159K ﹤0.01%
16,669
-29,226
5005
$159K ﹤0.01%
6,208
-690
5006
$159K ﹤0.01%
11,615
-7,305
5007
$158K ﹤0.01%
9,839
-31
5008
$158K ﹤0.01%
274,908
-132,025
5009
$157K ﹤0.01%
16,344
-6,530
5010
$156K ﹤0.01%
6,595
-4,604
5011
$156K ﹤0.01%
14,869
+12,183
5012
$156K ﹤0.01%
5,064
+550
5013
$156K ﹤0.01%
4,170
-1,163
5014
$156K ﹤0.01%
4,012
+1,213
5015
$155K ﹤0.01%
3,792
-4,194
5016
$155K ﹤0.01%
6,636
-2,250
5017
$154K ﹤0.01%
20,958
+5,003
5018
$154K ﹤0.01%
15,366
+2,100
5019
$154K ﹤0.01%
8,066
-7,662
5020
$154K ﹤0.01%
13,126
-5,311
5021
$153K ﹤0.01%
12,198
-6,037
5022
$153K ﹤0.01%
11,500
5023
$153K ﹤0.01%
7,575
-1,990
5024
$153K ﹤0.01%
16,711
+1,269
5025
$153K ﹤0.01%
662
-3,017
199 200
201
202 203