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
5401
$63K ﹤0.01%
114,666
+35,400
5402
$63K ﹤0.01%
12,132
-4,018
5403
$63K ﹤0.01%
1,020
+968
5404
$63K ﹤0.01%
4,576
+1,130
5405
$62K ﹤0.01%
1,978
-646
5406
$62K ﹤0.01%
2,675
-1,860
5407
$62K ﹤0.01%
12
-1
5408
$62K ﹤0.01%
1,300
5409
$62K ﹤0.01%
8,747
-8,085
5410
$62K ﹤0.01%
4,010
+1,047
5411
$61K ﹤0.01%
30,122
-1,191
5412
$61K ﹤0.01%
9,800
+7,500
5413
$61K ﹤0.01%
2,792
-2,370
5414
$61K ﹤0.01%
33,798
-38,234
5415
$60K ﹤0.01%
1,288
-105
5416
$60K ﹤0.01%
11,952
-36,880
5417
$60K ﹤0.01%
6,325
-17,385
5418
$60K ﹤0.01%
6,278
-2,293
5419
$60K ﹤0.01%
8,009
+7,990
5420
$60K ﹤0.01%
1,755
+813
5421
$60K ﹤0.01%
6,501
-24,087
5422
$60K ﹤0.01%
1,738
-14,929
5423
$60K ﹤0.01%
2,072
-189
5424
$59K ﹤0.01%
5,236
-16,278
5425
$59K ﹤0.01%
4,172
-8,005
215 216
217
218 219