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
5426
$59K ﹤0.01%
11,522
-1,814
5427
$59K ﹤0.01%
3,507
-2
5428
$59K ﹤0.01%
7,761
-139
5429
$59K ﹤0.01%
+107
5430
$59K ﹤0.01%
3,567
+193
5431
$58K ﹤0.01%
3,921
-4,367
5432
$58K ﹤0.01%
725
+395
5433
$58K ﹤0.01%
718
+392
5434
$58K ﹤0.01%
1,702
-5,178
5435
$58K ﹤0.01%
696
-366
5436
$58K ﹤0.01%
9,122
-47,975
5437
$58K ﹤0.01%
46,755
-71,216
5438
$58K ﹤0.01%
288,934
+112,851
5439
$57K ﹤0.01%
7,329
-10,530
5440
$57K ﹤0.01%
3,446
5441
$57K ﹤0.01%
13,923
-606
5442
$57K ﹤0.01%
2,992
-61,884
5443
$57K ﹤0.01%
11,450
5444
$57K ﹤0.01%
4
+3
5445
$57K ﹤0.01%
9,913
+3,693
5446
$56K ﹤0.01%
10,334
+509
5447
$56K ﹤0.01%
16,703
+15,033
5448
$56K ﹤0.01%
7,171
-14,585
5449
$56K ﹤0.01%
2,314
-913
5450
$56K ﹤0.01%
8,135
-2,747
216 217
218
219 220