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
5301
$82K ﹤0.01%
6,663
-617
5302
$82K ﹤0.01%
11,941
-2,443
5303
$81K ﹤0.01%
11,196
-4,650
5304
$81K ﹤0.01%
4,150
+1,015
5305
$81K ﹤0.01%
9,468
-395,487
5306
$80K ﹤0.01%
6,431
-526,369
5307
$80K ﹤0.01%
8,301
+3,821
5308
$80K ﹤0.01%
14,755
-14,877
5309
$80K ﹤0.01%
23,363
+622
5310
$80K ﹤0.01%
9,613
-914
5311
$79K ﹤0.01%
2,444
-4,689
5312
$79K ﹤0.01%
16,045
-405
5313
$79K ﹤0.01%
5,314
-21,479
5314
$79K ﹤0.01%
4,381
+396
5315
$79K ﹤0.01%
33,775
-6,555
5316
$79K ﹤0.01%
3,722
+150
5317
$78K ﹤0.01%
9,631
+4,443
5318
$78K ﹤0.01%
1,663
-647
5319
$78K ﹤0.01%
4,189
-43,099
5320
$78K ﹤0.01%
1,779
-2,949
5321
$78K ﹤0.01%
10,717
-4,881
5322
$77K ﹤0.01%
14,184
-736
5323
$77K ﹤0.01%
6,047
5324
$77K ﹤0.01%
288
+62
5325
$77K ﹤0.01%
4,500
-669
211 212
213
214 215