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
5076
$136K ﹤0.01%
34,557
+10,908
5077
$136K ﹤0.01%
2,336
+560
5078
$135K ﹤0.01%
2,598
-1,069
5079
$135K ﹤0.01%
12,574
-1,553
5080
$135K ﹤0.01%
10,270
+7,581
5081
$134K ﹤0.01%
5,100
-159
5082
$134K ﹤0.01%
19,851
-7,553
5083
$134K ﹤0.01%
5,541
-2,002
5084
$133K ﹤0.01%
12,279
-3,971
5085
$133K ﹤0.01%
12,062
-22,791
5086
$133K ﹤0.01%
439
-975
5087
$132K ﹤0.01%
4,156
-29,937
5088
$132K ﹤0.01%
16,402
-19,848
5089
$131K ﹤0.01%
3,943
-98,691
5090
$131K ﹤0.01%
22,021
+2,050
5091
$130K ﹤0.01%
1,406
+142
5092
$130K ﹤0.01%
3,963
+805
5093
$130K ﹤0.01%
10,900
-6,127
5094
$129K ﹤0.01%
1,361
-2,177
5095
$129K ﹤0.01%
36,709
+5,001
5096
$129K ﹤0.01%
17,906
-3,433
5097
$128K ﹤0.01%
15,548
+8,842
5098
$127K ﹤0.01%
4,299
+764
5099
$127K ﹤0.01%
2,600
5100
$126K ﹤0.01%
26,333
+5,032
202 203
204
205 206