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
5451
$56K ﹤0.01%
3,421
5452
$56K ﹤0.01%
38,539
-1,499
5453
$55K ﹤0.01%
9,466
-105,494
5454
$55K ﹤0.01%
5,276
-13,796
5455
$55K ﹤0.01%
10,185
-183
5456
$55K ﹤0.01%
907
-2,613
5457
$55K ﹤0.01%
13,127
-300
5458
$55K ﹤0.01%
202,850
-1,500
5459
$55K ﹤0.01%
923
-994
5460
$54K ﹤0.01%
2,700
-15
5461
$54K ﹤0.01%
+10,001
5462
$54K ﹤0.01%
95,277
5463
$53K ﹤0.01%
3,827
+2,770
5464
$53K ﹤0.01%
3,453
+482
5465
$53K ﹤0.01%
1,723
-4,480
5466
$53K ﹤0.01%
23,307
-1,060
5467
$53K ﹤0.01%
23,175
-1,625
5468
$53K ﹤0.01%
9,835
-6,487
5469
$53K ﹤0.01%
5,536
+5,516
5470
$53K ﹤0.01%
4,536
-462
5471
$52K ﹤0.01%
7,674
+1,266
5472
$52K ﹤0.01%
1,028
-500
5473
$52K ﹤0.01%
9
+3
5474
$52K ﹤0.01%
29,698
+18,376
5475
$52K ﹤0.01%
5,679
-391
217 218
219
220 221