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
5501
$47K ﹤0.01%
2,687
-4,413
5502
$47K ﹤0.01%
12,485
-14,370
5503
$47K ﹤0.01%
1,943
-643
5504
$47K ﹤0.01%
4,666
-1,477
5505
$47K ﹤0.01%
36
-21
5506
$47K ﹤0.01%
3,195
-1,251
5507
$47K ﹤0.01%
4,581
+4,570
5508
$47K ﹤0.01%
7,250
-14,606
5509
$47K ﹤0.01%
17,792
+5,879
5510
$47K ﹤0.01%
1,793
-607
5511
$47K ﹤0.01%
5,738
-19,458
5512
$47K ﹤0.01%
1,965
-91,292
5513
$47K ﹤0.01%
3,040
-2,348
5514
$46K ﹤0.01%
2,449
+1,001
5515
$46K ﹤0.01%
1,907
+1,891
5516
$46K ﹤0.01%
2,157
-12,808
5517
$46K ﹤0.01%
+3,479
5518
$46K ﹤0.01%
4,792
-99,698
5519
$46K ﹤0.01%
41,638
-33,583
5520
$46K ﹤0.01%
7,548
5521
$46K ﹤0.01%
557
-274
5522
$45K ﹤0.01%
3,228
+1,879
5523
$45K ﹤0.01%
2,525
-294
5524
$45K ﹤0.01%
1
-1
5525
$45K ﹤0.01%
142,628
+6,600
219 220
221
222 223