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
5451
$56K ﹤0.01%
38,539
-1,499
5452
$56K ﹤0.01%
2,314
-913
5453
$56K ﹤0.01%
8,135
-2,747
5454
$56K ﹤0.01%
3,421
5455
$55K ﹤0.01%
9,466
-105,494
5456
$55K ﹤0.01%
5,276
-13,796
5457
$55K ﹤0.01%
10,185
-183
5458
$55K ﹤0.01%
907
-2,613
5459
$55K ﹤0.01%
13,127
-300
5460
$55K ﹤0.01%
202,850
-1,500
5461
$55K ﹤0.01%
923
-994
5462
$54K ﹤0.01%
2,700
-15
5463
$54K ﹤0.01%
+10,001
5464
$54K ﹤0.01%
95,277
5465
$53K ﹤0.01%
3,827
+2,770
5466
$53K ﹤0.01%
3,453
+482
5467
$53K ﹤0.01%
1,723
-4,480
5468
$53K ﹤0.01%
23,307
-1,060
5469
$53K ﹤0.01%
23,175
-1,625
5470
$53K ﹤0.01%
9,835
-6,487
5471
$53K ﹤0.01%
5,536
+5,516
5472
$53K ﹤0.01%
4,536
-462
5473
$52K ﹤0.01%
7,674
+1,266
5474
$52K ﹤0.01%
1,028
-500
5475
$52K ﹤0.01%
9
+3
217 218
219
220 221