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
5301
$81K ﹤0.01%
11,196
-4,650
5302
$81K ﹤0.01%
4,150
+1,015
5303
$81K ﹤0.01%
9,468
-395,487
5304
$80K ﹤0.01%
6,431
-526,369
5305
$80K ﹤0.01%
9,613
-914
5306
$80K ﹤0.01%
8,301
+3,821
5307
$80K ﹤0.01%
14,755
-14,877
5308
$80K ﹤0.01%
23,363
+622
5309
$79K ﹤0.01%
3,722
+150
5310
$79K ﹤0.01%
2,444
-4,689
5311
$79K ﹤0.01%
16,045
-405
5312
$79K ﹤0.01%
5,314
-21,479
5313
$79K ﹤0.01%
4,381
+396
5314
$79K ﹤0.01%
33,775
-6,555
5315
$78K ﹤0.01%
9,631
+4,443
5316
$78K ﹤0.01%
1,663
-647
5317
$78K ﹤0.01%
4,189
-43,099
5318
$78K ﹤0.01%
1,779
-2,949
5319
$78K ﹤0.01%
10,717
-4,881
5320
$77K ﹤0.01%
1,418
-74
5321
$77K ﹤0.01%
6,047
5322
$77K ﹤0.01%
288
+62
5323
$77K ﹤0.01%
2,428
-5,994
5324
$77K ﹤0.01%
4,500
-669
5325
$77K ﹤0.01%
12,011
-5,708
211 212
213
214 215