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
5151
$115K ﹤0.01%
11,271
+2,765
5152
$115K ﹤0.01%
5,747
-3,000
5153
$115K ﹤0.01%
14,976
-57,368
5154
$115K ﹤0.01%
4,301
+1,443
5155
$114K ﹤0.01%
5,472
+2,107
5156
$114K ﹤0.01%
15,179
+1,921
5157
$114K ﹤0.01%
16,362
+2,544
5158
$114K ﹤0.01%
8,710
+4,947
5159
$113K ﹤0.01%
4,035
-75
5160
$113K ﹤0.01%
1,026
-273
5161
$113K ﹤0.01%
5,725
+2,015
5162
$112K ﹤0.01%
236
-4,802
5163
$112K ﹤0.01%
6,686
-6,098
5164
$112K ﹤0.01%
13,729
+5,110
5165
$112K ﹤0.01%
7,108
+7,098
5166
$112K ﹤0.01%
6,253
+398
5167
$111K ﹤0.01%
3,618
-3,040
5168
$111K ﹤0.01%
6,300
-1,008
5169
$111K ﹤0.01%
59,204
+9,818
5170
$111K ﹤0.01%
18,666
+988
5171
$111K ﹤0.01%
4,511
5172
$109K ﹤0.01%
11,873
+11,156
5173
$109K ﹤0.01%
3,432
-4,321
5174
$109K ﹤0.01%
6,638
+4,887
5175
$109K ﹤0.01%
12,917
-300
205 206
207
208 209