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
5126
$121K ﹤0.01%
5,839
-588
5127
$120K ﹤0.01%
17,209
+14,479
5128
$120K ﹤0.01%
16,006
+20
5129
$120K ﹤0.01%
213,785
-89,984
5130
$119K ﹤0.01%
7,150
+6,931
5131
$119K ﹤0.01%
45,030
+29,416
5132
$118K ﹤0.01%
+28,372
5133
$118K ﹤0.01%
4,216
-1,975
5134
$118K ﹤0.01%
83,873
+5,975
5135
$118K ﹤0.01%
7,404
+5,026
5136
$118K ﹤0.01%
5,158
-7,159
5137
$118K ﹤0.01%
2,090
+1,191
5138
$118K ﹤0.01%
46,292
+44,434
5139
$117K ﹤0.01%
1,952
-25
5140
$117K ﹤0.01%
12,413
-4,885
5141
$117K ﹤0.01%
2,654
-1,471
5142
$117K ﹤0.01%
6,832
-60,327
5143
$117K ﹤0.01%
43,000
-11,300
5144
$116K ﹤0.01%
10,705
+4,044
5145
$116K ﹤0.01%
1,857
-6,114
5146
$116K ﹤0.01%
10,331
-128,355
5147
$116K ﹤0.01%
+32,834
5148
$115K ﹤0.01%
4,190
-81
5149
$115K ﹤0.01%
443
-1,981
5150
$115K ﹤0.01%
5,386
+1,785
204 205
206
207 208