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
5026
$152K ﹤0.01%
19,385
-5,992
5027
$152K ﹤0.01%
9,173
+8,829
5028
$151K ﹤0.01%
14,617
+1,497
5029
$151K ﹤0.01%
3,244
+2,555
5030
$150K ﹤0.01%
9,968
+7,964
5031
$150K ﹤0.01%
5,439
-196,021
5032
$150K ﹤0.01%
2,435
-4,691
5033
$150K ﹤0.01%
588
-356
5034
$149K ﹤0.01%
11,879
-30,273
5035
$149K ﹤0.01%
6,730
-1,043
5036
$148K ﹤0.01%
+15,268
5037
$148K ﹤0.01%
26,452
-57,607
5038
$148K ﹤0.01%
1,485
-3,725
5039
$148K ﹤0.01%
15,418
+13,405
5040
$148K ﹤0.01%
2,930
-18,769
5041
$148K ﹤0.01%
23,192
-1,145
5042
$148K ﹤0.01%
2,853
-4,625
5043
$148K ﹤0.01%
9,811
-3,494
5044
$147K ﹤0.01%
26,143
+19,642
5045
$147K ﹤0.01%
7,814
+1,831
5046
$147K ﹤0.01%
3,377
-26,836
5047
$147K ﹤0.01%
6,794
+1,794
5048
$147K ﹤0.01%
5,743
+1,954
5049
$146K ﹤0.01%
4,254
-809
5050
$145K ﹤0.01%
29,515
-103,081
200 201
202
203 204