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
5226
$97K ﹤0.01%
2,076
+237
5227
$96K ﹤0.01%
22,633
-1,340
5228
$96K ﹤0.01%
17,097
-6,639
5229
$96K ﹤0.01%
25,878
+23,993
5230
$96K ﹤0.01%
20,748
-130,168
5231
– –
0
5232
$95K ﹤0.01%
16,589
+3,810
5233
$94K ﹤0.01%
475
-17
5234
$94K ﹤0.01%
6,702
-672
5235
$94K ﹤0.01%
3,227
-6,100
5236
$94K ﹤0.01%
6,771
-2,551
5237
$94K ﹤0.01%
8,849
-99,141
5238
$94K ﹤0.01%
125,113
+36,433
5239
$93K ﹤0.01%
18,222
-3,920
5240
$93K ﹤0.01%
+13,478
5241
$93K ﹤0.01%
4,774
-3,386
5242
$93K ﹤0.01%
785
-2,631
5243
$93K ﹤0.01%
38,951
-7,855
5244
$93K ﹤0.01%
7,048
-1,354
5245
$93K ﹤0.01%
30,115
+27,556
5246
$93K ﹤0.01%
137,332
-4,213
5247
$92K ﹤0.01%
33,848
+16,729
5248
$92K ﹤0.01%
9,457
+1,048
5249
$91K ﹤0.01%
27,705
-112,638
5250
$91K ﹤0.01%
44,661
-7,401
208 209
210
211 212