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
5376
$68K ﹤0.01%
118,850
+4,908
5377
$68K ﹤0.01%
9,973
+6,725
5378
$67K ﹤0.01%
4
+1
5379
$67K ﹤0.01%
9,491
-112,155
5380
$67K ﹤0.01%
27
-160
5381
$67K ﹤0.01%
10,507
-2,846
5382
$67K ﹤0.01%
21,223
-55,078
5383
$66K ﹤0.01%
5,267
+1,579
5384
$66K ﹤0.01%
8,868
-27,954
5385
$66K ﹤0.01%
1,243
-358
5386
$66K ﹤0.01%
8,379
+3,256
5387
$66K ﹤0.01%
783
-911
5388
$65K ﹤0.01%
14,440
-819
5389
$65K ﹤0.01%
7,334
-5,801
5390
$65K ﹤0.01%
8,850
5391
$65K ﹤0.01%
951
+329
5392
$65K ﹤0.01%
3,895
+707
5393
$65K ﹤0.01%
3,327
-50,493
5394
$64K ﹤0.01%
5,679
+2,860
5395
$64K ﹤0.01%
2,664
+990
5396
$64K ﹤0.01%
2,961
-3,708
5397
$63K ﹤0.01%
114,666
+35,400
5398
$63K ﹤0.01%
4,783
-2
5399
$63K ﹤0.01%
149
+13
5400
$63K ﹤0.01%
12,132
-4,018
214 215
216
217 218