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
5551
$43K ﹤0.01%
9,200
+4,204
5552
$43K ﹤0.01%
4,145
-4,716
5553
$42K ﹤0.01%
955
+421
5554
$42K ﹤0.01%
3,348
-12,481
5555
$42K ﹤0.01%
369
-111
5556
$42K ﹤0.01%
3,848
-958
5557
$42K ﹤0.01%
1,529
+474
5558
$42K ﹤0.01%
8,880
-29,035
5559
$41K ﹤0.01%
61
+52
5560
$41K ﹤0.01%
6,596
-9,406
5561
$41K ﹤0.01%
4,000
5562
$41K ﹤0.01%
845
+52
5563
$41K ﹤0.01%
1,193
-50
5564
$41K ﹤0.01%
1,370
+131
5565
$41K ﹤0.01%
13,485
-104,293
5566
$40K ﹤0.01%
3,157
5567
$40K ﹤0.01%
347
-14
5568
$40K ﹤0.01%
95
+17
5569
$40K ﹤0.01%
2,577
+448
5570
$40K ﹤0.01%
1,878
-160
5571
$39K ﹤0.01%
5,082
-51,366
5572
$39K ﹤0.01%
6,660
+2,900
5573
$39K ﹤0.01%
2,444
+245
5574
$39K ﹤0.01%
6,264
+150
5575
$39K ﹤0.01%
810
-4,725
221 222
223
224 225