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
5426
$59K ﹤0.01%
26,304
+6,407
5427
$59K ﹤0.01%
15,938
+15,795
5428
$59K ﹤0.01%
11,522
-1,814
5429
$59K ﹤0.01%
3,507
-2
5430
$59K ﹤0.01%
7,761
-139
5431
$59K ﹤0.01%
+107
5432
$59K ﹤0.01%
3,567
+193
5433
$58K ﹤0.01%
3,921
-4,367
5434
$58K ﹤0.01%
725
+395
5435
$58K ﹤0.01%
718
+392
5436
$58K ﹤0.01%
1,702
-5,178
5437
$58K ﹤0.01%
696
-366
5438
$58K ﹤0.01%
9,122
-47,975
5439
$58K ﹤0.01%
46,755
-71,216
5440
$58K ﹤0.01%
288,934
+112,851
5441
$57K ﹤0.01%
7,329
-10,530
5442
$57K ﹤0.01%
3,446
5443
$57K ﹤0.01%
13,923
-606
5444
$57K ﹤0.01%
11,450
5445
$57K ﹤0.01%
4
+3
5446
$57K ﹤0.01%
9,913
+3,693
5447
$57K ﹤0.01%
2,992
-61,884
5448
$56K ﹤0.01%
10,334
+509
5449
$56K ﹤0.01%
16,703
+15,033
5450
$56K ﹤0.01%
7,171
-14,585
216 217
218
219 220