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
5026
$152K ﹤0.01%
6,788
+3,754
5027
$152K ﹤0.01%
48,700
+13,596
5028
$152K ﹤0.01%
19,385
-5,992
5029
$152K ﹤0.01%
9,173
+8,829
5030
$151K ﹤0.01%
3,244
+2,555
5031
$151K ﹤0.01%
14,617
+1,497
5032
$150K ﹤0.01%
9,968
+7,964
5033
$150K ﹤0.01%
5,439
-196,021
5034
$150K ﹤0.01%
2,435
-4,691
5035
$150K ﹤0.01%
588
-356
5036
$149K ﹤0.01%
11,879
-30,273
5037
$149K ﹤0.01%
6,730
-1,043
5038
$148K ﹤0.01%
26,452
-57,607
5039
$148K ﹤0.01%
1,485
-3,725
5040
$148K ﹤0.01%
15,418
+13,405
5041
$148K ﹤0.01%
2,930
-18,769
5042
$148K ﹤0.01%
23,192
-1,145
5043
$148K ﹤0.01%
2,853
-4,625
5044
$148K ﹤0.01%
+15,268
5045
$148K ﹤0.01%
9,811
-3,494
5046
$147K ﹤0.01%
7,814
+1,831
5047
$147K ﹤0.01%
3,377
-26,836
5048
$147K ﹤0.01%
6,794
+1,794
5049
$147K ﹤0.01%
5,743
+1,954
5050
$147K ﹤0.01%
26,143
+19,642
200 201
202
203 204