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
5476
$52K ﹤0.01%
29,698
+18,376
5477
$52K ﹤0.01%
5,679
-391
5478
$52K ﹤0.01%
83,314
-1,052,932
5479
$51K ﹤0.01%
2,272
-1,305
5480
$51K ﹤0.01%
3,251
-2,065
5481
$51K ﹤0.01%
1,640
+1,262
5482
$51K ﹤0.01%
677
-583
5483
$51K ﹤0.01%
169,590
-7,300
5484
$51K ﹤0.01%
1,950
5485
$50K ﹤0.01%
7,508
-2,216
5486
$50K ﹤0.01%
3,520
5487
$50K ﹤0.01%
3,429
+2,229
5488
$50K ﹤0.01%
4,228
+786
5489
$49K ﹤0.01%
2,900
-391
5490
$49K ﹤0.01%
4,676
-2,949
5491
$49K ﹤0.01%
2,028
-2,286
5492
– –
0
5493
$49K ﹤0.01%
1,816
-14,861
5494
$49K ﹤0.01%
6,467
-294
5495
$49K ﹤0.01%
4,211
+2,695
5496
$48K ﹤0.01%
25,773
+1,140
5497
$48K ﹤0.01%
6,788
+3,903
5498
$48K ﹤0.01%
29,076
+1
5499
$48K ﹤0.01%
6,201
-6,451
5500
$48K ﹤0.01%
6,027
+4,547
218 219
220
221 222