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
5176
$109K ﹤0.01%
6,638
+4,887
5177
$109K ﹤0.01%
12,917
-300
5178
$109K ﹤0.01%
5,284
-280
5179
$109K ﹤0.01%
7,262
-53,584
5180
$108K ﹤0.01%
3,158
5181
$108K ﹤0.01%
5,488
-486
5182
$108K ﹤0.01%
63,028
+22,200
5183
$108K ﹤0.01%
22,494
-20,402
5184
$108K ﹤0.01%
30,500
-500
5185
$108K ﹤0.01%
12,157
+964
5186
$108K ﹤0.01%
6,702
-2,600
5187
$107K ﹤0.01%
27,840
+2,800
5188
$107K ﹤0.01%
8,187
-3,471
5189
$107K ﹤0.01%
4,480
-878
5190
$107K ﹤0.01%
3,862
+2,460
5191
$106K ﹤0.01%
4,174
-1,434
5192
$106K ﹤0.01%
4,324
-4,717
5193
$106K ﹤0.01%
2,158
+1,961
5194
$106K ﹤0.01%
13,856
-11,900
5195
$106K ﹤0.01%
20,818
-2,382
5196
$106K ﹤0.01%
1,806
-809
5197
$105K ﹤0.01%
6,785
-268
5198
$105K ﹤0.01%
23,461
-47,965
5199
$104K ﹤0.01%
4,621
-10,790
5200
$104K ﹤0.01%
1,025
-237
206 207
208
209 210