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
5151
$115K ﹤0.01%
5,819
-4,309
5152
$115K ﹤0.01%
25,562
+25,041
5153
$115K ﹤0.01%
11,271
+2,765
5154
$115K ﹤0.01%
5,747
-3,000
5155
$115K ﹤0.01%
14,976
-57,368
5156
$115K ﹤0.01%
4,301
+1,443
5157
$114K ﹤0.01%
5,472
+2,107
5158
$114K ﹤0.01%
15,179
+1,921
5159
$114K ﹤0.01%
16,362
+2,544
5160
$114K ﹤0.01%
8,710
+4,947
5161
$113K ﹤0.01%
4,035
-75
5162
$113K ﹤0.01%
1,026
-273
5163
$113K ﹤0.01%
5,725
+2,015
5164
$112K ﹤0.01%
7,108
+7,098
5165
$112K ﹤0.01%
6,253
+398
5166
$112K ﹤0.01%
236
-4,802
5167
$112K ﹤0.01%
6,686
-6,098
5168
$112K ﹤0.01%
13,729
+5,110
5169
$111K ﹤0.01%
3,618
-3,040
5170
$111K ﹤0.01%
6,300
-1,008
5171
$111K ﹤0.01%
59,204
+9,818
5172
$111K ﹤0.01%
18,666
+988
5173
$111K ﹤0.01%
4,511
5174
$109K ﹤0.01%
11,873
+11,156
5175
$109K ﹤0.01%
3,432
-4,321
205 206
207
208 209