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
5476
$52K ﹤0.01%
83,314
-1,052,932
5477
$51K ﹤0.01%
2,272
-1,305
5478
$51K ﹤0.01%
3,251
-2,065
5479
$51K ﹤0.01%
1,640
+1,262
5480
$51K ﹤0.01%
677
-583
5481
$51K ﹤0.01%
169,590
-7,300
5482
$51K ﹤0.01%
1,950
5483
$50K ﹤0.01%
7,508
-2,216
5484
$50K ﹤0.01%
3,520
5485
$50K ﹤0.01%
3,429
+2,229
5486
$50K ﹤0.01%
4,228
+786
5487
$49K ﹤0.01%
2,900
-391
5488
$49K ﹤0.01%
4,676
-2,949
5489
$49K ﹤0.01%
2,028
-2,286
5490
– –
0
5491
$49K ﹤0.01%
1,816
-14,861
5492
$49K ﹤0.01%
6,467
-294
5493
$49K ﹤0.01%
4,211
+2,695
5494
$48K ﹤0.01%
25,773
+1,140
5495
$48K ﹤0.01%
6,788
+3,903
5496
$48K ﹤0.01%
29,076
+1
5497
$48K ﹤0.01%
6,201
-6,451
5498
$48K ﹤0.01%
6,027
+4,547
5499
$48K ﹤0.01%
2,555
-56
5500
$48K ﹤0.01%
1,065
-1,050
218 219
220
221 222