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
5051
$146K ﹤0.01%
4,254
-809
5052
$145K ﹤0.01%
29,515
-103,081
5053
$145K ﹤0.01%
6,177
+2,528
5054
$145K ﹤0.01%
6,759
-2,156
5055
$145K ﹤0.01%
22,831
+4,077
5056
$144K ﹤0.01%
6,129
+657
5057
$144K ﹤0.01%
73,298
-254,116
5058
$144K ﹤0.01%
8,225
+299
5059
$143K ﹤0.01%
5,014
+2,703
5060
$143K ﹤0.01%
7,527
-17,704
5061
$143K ﹤0.01%
8,267
+5,290
5062
$143K ﹤0.01%
4,584
+2,432
5063
$143K ﹤0.01%
16,856
+11,456
5064
$142K ﹤0.01%
13,949
-3,125
5065
$142K ﹤0.01%
7,870
+2,700
5066
$141K ﹤0.01%
4,217
-23,286
5067
$140K ﹤0.01%
8,144
+7,508
5068
$140K ﹤0.01%
4,245
-918
5069
$140K ﹤0.01%
21,601
-6,417
5070
$139K ﹤0.01%
13,671
-1,974
5071
$138K ﹤0.01%
10,122
-354
5072
$138K ﹤0.01%
4,165
-22,236
5073
$138K ﹤0.01%
9,864
-21,322
5074
$137K ﹤0.01%
8,525
+1,500
5075
$137K ﹤0.01%
2,463
+452
201 202
203
204 205