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
5001
$160K ﹤0.01%
8,863
-19,374
5002
$159K ﹤0.01%
16,669
-29,226
5003
$159K ﹤0.01%
6,208
-690
5004
$159K ﹤0.01%
11,615
-7,305
5005
$158K ﹤0.01%
274,908
-132,025
5006
$158K ﹤0.01%
9,839
-31
5007
$157K ﹤0.01%
16,344
-6,530
5008
$156K ﹤0.01%
6,595
-4,604
5009
$156K ﹤0.01%
14,869
+12,183
5010
$156K ﹤0.01%
5,064
+550
5011
$156K ﹤0.01%
4,170
-1,163
5012
$156K ﹤0.01%
4,012
+1,213
5013
$155K ﹤0.01%
3,792
-4,194
5014
$155K ﹤0.01%
6,636
-2,250
5015
$154K ﹤0.01%
20,958
+5,003
5016
$154K ﹤0.01%
15,366
+2,100
5017
$154K ﹤0.01%
8,066
-7,662
5018
$154K ﹤0.01%
13,126
-5,311
5019
$153K ﹤0.01%
7,575
-1,990
5020
$153K ﹤0.01%
16,711
+1,269
5021
$153K ﹤0.01%
662
-3,017
5022
$153K ﹤0.01%
12,198
-6,037
5023
$153K ﹤0.01%
11,500
5024
$152K ﹤0.01%
6,788
+3,754
5025
$152K ﹤0.01%
48,700
+13,596
199 200
201
202 203