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
5051
$145K ﹤0.01%
6,177
+2,528
5052
$145K ﹤0.01%
6,759
-2,156
5053
$145K ﹤0.01%
22,831
+4,077
5054
$144K ﹤0.01%
6,129
+657
5055
$144K ﹤0.01%
8,225
+299
5056
$144K ﹤0.01%
73,298
-254,116
5057
$143K ﹤0.01%
5,014
+2,703
5058
$143K ﹤0.01%
7,527
-17,704
5059
$143K ﹤0.01%
8,267
+5,290
5060
$143K ﹤0.01%
16,856
+11,456
5061
$143K ﹤0.01%
4,584
+2,432
5062
$142K ﹤0.01%
13,949
-3,125
5063
$142K ﹤0.01%
7,870
+2,700
5064
$141K ﹤0.01%
4,217
-23,286
5065
$140K ﹤0.01%
8,144
+7,508
5066
$140K ﹤0.01%
4,245
-918
5067
$140K ﹤0.01%
21,601
-6,417
5068
$139K ﹤0.01%
13,671
-1,974
5069
$138K ﹤0.01%
10,122
-354
5070
$138K ﹤0.01%
4,165
-22,236
5071
$138K ﹤0.01%
9,864
-21,322
5072
$137K ﹤0.01%
2,463
+452
5073
$137K ﹤0.01%
8,525
+1,500
5074
$136K ﹤0.01%
+6,327
5075
$136K ﹤0.01%
11,220
-745
201 202
203
204 205