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
5326
$77K ﹤0.01%
12,011
-5,708
5327
$77K ﹤0.01%
2,428
-5,994
5328
$76K ﹤0.01%
9,441
+2,989
5329
$76K ﹤0.01%
6,138
-14,936
5330
– –
0
5331
$76K ﹤0.01%
14,038
-130,896
5332
$75K ﹤0.01%
3,830
+3,288
5333
$75K ﹤0.01%
4,200
-2,670
5334
$75K ﹤0.01%
12,548
-2,180
5335
$75K ﹤0.01%
312
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5336
$75K ﹤0.01%
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-853
5337
$75K ﹤0.01%
46
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5338
$75K ﹤0.01%
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5339
$75K ﹤0.01%
2,000
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5340
$74K ﹤0.01%
6,636
-6,259
5341
$74K ﹤0.01%
28,821
-199
5342
$74K ﹤0.01%
37,148
-9,381
5343
$73K ﹤0.01%
2,100
+2,000
5344
$73K ﹤0.01%
85,424
+19,697
5345
$73K ﹤0.01%
4,124
-576
5346
$73K ﹤0.01%
15,672
-2,178
5347
$73K ﹤0.01%
4,827
-5,757
5348
$73K ﹤0.01%
275
+174
5349
$72K ﹤0.01%
11,089
+5,578
5350
$72K ﹤0.01%
2,261
212 213
214
215 216