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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5251
$91K ﹤0.01%
4,600
5252
$91K ﹤0.01%
5,816
+3,570
5253
$91K ﹤0.01%
15,392
+14,797
5254
$91K ﹤0.01%
1,924
-489
5255
$91K ﹤0.01%
18,819
-1
5256
– –
0
5257
$90K ﹤0.01%
8,389
+1,370
5258
$89K ﹤0.01%
2,282
+1,331
5259
$89K ﹤0.01%
8,258
-8,928
5260
$89K ﹤0.01%
5,758
+135
5261
$89K ﹤0.01%
3,512
+1,762
5262
$89K ﹤0.01%
10,487
-33,475
5263
$88K ﹤0.01%
5,211
-97
5264
$88K ﹤0.01%
24
-111
5265
$88K ﹤0.01%
4,169
-209
5266
$87K ﹤0.01%
2,171
-597
5267
$87K ﹤0.01%
8,811
+1,470
5268
$87K ﹤0.01%
9,813
-289
5269
$87K ﹤0.01%
1,778
-9,327
5270
$87K ﹤0.01%
34,840
+2,035
5271
$87K ﹤0.01%
35,710
-5,243
5272
$86K ﹤0.01%
13,261
-13,192
5273
$86K ﹤0.01%
16,026
+1
5274
$86K ﹤0.01%
3,105
-12,028
5275
$86K ﹤0.01%
2,011
-1,000
209 210
211
212 213