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
5076
$136K ﹤0.01%
+6,327
5077
$136K ﹤0.01%
11,220
-745
5078
$136K ﹤0.01%
34,557
+10,908
5079
$136K ﹤0.01%
2,336
+560
5080
$135K ﹤0.01%
2,598
-1,069
5081
$135K ﹤0.01%
12,574
-1,553
5082
$135K ﹤0.01%
10,270
+7,581
5083
$134K ﹤0.01%
5,100
-159
5084
$134K ﹤0.01%
19,851
-7,553
5085
$134K ﹤0.01%
5,541
-2,002
5086
$133K ﹤0.01%
12,279
-3,971
5087
$133K ﹤0.01%
12,062
-22,791
5088
$133K ﹤0.01%
439
-975
5089
$132K ﹤0.01%
4,156
-29,937
5090
$132K ﹤0.01%
16,402
-19,848
5091
$131K ﹤0.01%
3,943
-98,691
5092
$131K ﹤0.01%
22,021
+2,050
5093
$130K ﹤0.01%
1,406
+142
5094
$130K ﹤0.01%
10,900
-6,127
5095
$130K ﹤0.01%
3,963
+805
5096
$129K ﹤0.01%
10,886
-17,419
5097
$129K ﹤0.01%
36,709
+5,001
5098
$129K ﹤0.01%
17,906
-3,433
5099
$128K ﹤0.01%
15,548
+8,842
5100
$127K ﹤0.01%
4,299
+764
202 203
204
205 206