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
5201
$103K ﹤0.01%
9,084
-4,782
5202
$103K ﹤0.01%
16,785
-66,560
5203
$102K ﹤0.01%
4,078
+2,179
5204
$101K ﹤0.01%
3,538
+448
5205
$101K ﹤0.01%
7,064
-1,211
5206
– –
0
5207
$100K ﹤0.01%
19,128
+18,235
5208
$100K ﹤0.01%
10,087
+1,417
5209
$100K ﹤0.01%
12,638
-516
5210
$100K ﹤0.01%
14,214
+12,229
5211
$100K ﹤0.01%
7,742
+2,535
5212
$100K ﹤0.01%
14,771
-100,419
5213
$100K ﹤0.01%
7,987
-702
5214
$100K ﹤0.01%
1,575
-78
5215
$99K ﹤0.01%
2,396
+1,366
5216
$99K ﹤0.01%
99,871
-9,817
5217
$99K ﹤0.01%
12,903
-14,626
5218
$99K ﹤0.01%
30,970
-21,195
5219
$99K ﹤0.01%
43,795
-4,098
5220
$98K ﹤0.01%
5,057
-99,450
5221
$98K ﹤0.01%
3,563
-37,525
5222
$98K ﹤0.01%
10,409
-6,739
5223
$98K ﹤0.01%
436
-177
5224
$98K ﹤0.01%
36,730
-22,936
5225
$97K ﹤0.01%
5,494
-1,570
207 208
209
210 211