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
5226
$98K ﹤0.01%
36,730
-22,936
5227
$97K ﹤0.01%
5,494
-1,570
5228
$97K ﹤0.01%
2,076
+237
5229
$96K ﹤0.01%
22,633
-1,340
5230
$96K ﹤0.01%
25,878
+23,993
5231
$96K ﹤0.01%
20,748
-130,168
5232
$96K ﹤0.01%
17,097
-6,639
5233
– –
0
5234
$95K ﹤0.01%
16,589
+3,810
5235
$94K ﹤0.01%
475
-17
5236
$94K ﹤0.01%
6,702
-672
5237
$94K ﹤0.01%
3,227
-6,100
5238
$94K ﹤0.01%
6,771
-2,551
5239
$94K ﹤0.01%
8,849
-99,141
5240
$94K ﹤0.01%
125,113
+36,433
5241
$93K ﹤0.01%
18,222
-3,920
5242
$93K ﹤0.01%
+13,478
5243
$93K ﹤0.01%
4,774
-3,386
5244
$93K ﹤0.01%
785
-2,631
5245
$93K ﹤0.01%
38,951
-7,855
5246
$93K ﹤0.01%
7,048
-1,354
5247
$93K ﹤0.01%
30,115
+27,556
5248
$93K ﹤0.01%
137,332
-4,213
5249
$92K ﹤0.01%
33,848
+16,729
5250
$92K ﹤0.01%
9,457
+1,048
208 209
210
211 212