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
5101
$127K ﹤0.01%
2,600
5102
$126K ﹤0.01%
26,333
+5,032
5103
$126K ﹤0.01%
23,513
+6,600
5104
$126K ﹤0.01%
66,737
+6,723
5105
$126K ﹤0.01%
25,036
+3,486
5106
$126K ﹤0.01%
4,899
-11
5107
$126K ﹤0.01%
45,730
+35,483
5108
$126K ﹤0.01%
16,641
+10,420
5109
$126K ﹤0.01%
228,200
+126,752
5110
$125K ﹤0.01%
10,894
+2,116
5111
$125K ﹤0.01%
3,969
+44
5112
$125K ﹤0.01%
1,055
+327
5113
$125K ﹤0.01%
17,349
-24,909
5114
$125K ﹤0.01%
82,486
-17,282
5115
$124K ﹤0.01%
23,234
+6,212
5116
$124K ﹤0.01%
17,718
-200,000
5117
$124K ﹤0.01%
7,477
+4,774
5118
$123K ﹤0.01%
8
5119
$123K ﹤0.01%
4,064
+1,619
5120
$123K ﹤0.01%
20,049
-34,330
5121
$122K ﹤0.01%
4,438
-275
5122
$122K ﹤0.01%
6,384
+272
5123
$122K ﹤0.01%
86,486
-67,441
5124
$121K ﹤0.01%
2,172
+1,870
5125
$121K ﹤0.01%
11,304
+4,832
203 204
205
206 207