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
5276
$85K ﹤0.01%
3,194
-746
5277
$85K ﹤0.01%
3,841
-6,820
5278
$85K ﹤0.01%
5,900
-2,407
5279
$85K ﹤0.01%
5,679
5280
$84K ﹤0.01%
1,656
5281
$84K ﹤0.01%
726
+119
5282
$84K ﹤0.01%
33,199
-38,406
5283
$84K ﹤0.01%
7,179
-30,289
5284
$84K ﹤0.01%
11,178
-304
5285
$84K ﹤0.01%
2,511
+300
5286
$83K ﹤0.01%
4,534
-5,082
5287
$83K ﹤0.01%
8,368
-3,832
5288
$83K ﹤0.01%
4,383
-9,453
5289
$83K ﹤0.01%
4,608
-31,204
5290
$83K ﹤0.01%
1,854
-53,465
5291
$83K ﹤0.01%
275
-3,187
5292
$83K ﹤0.01%
854
-263
5293
$83K ﹤0.01%
1,930
+730
5294
$83K ﹤0.01%
591
-9
5295
$83K ﹤0.01%
53,238
-8,239
5296
$83K ﹤0.01%
19,089
+2,559
5297
$82K ﹤0.01%
11,941
-2,443
5298
$82K ﹤0.01%
3,219
-13,479
5299
$82K ﹤0.01%
33,530
+181
5300
$82K ﹤0.01%
6,663
-617
210 211
212
213 214