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
5626
$34K ﹤0.01%
7,459
-145
5627
$34K ﹤0.01%
4,736
-13,261
5628
$34K ﹤0.01%
11,954
5629
$33K ﹤0.01%
2,000
5630
$33K ﹤0.01%
765
-4,602
5631
$33K ﹤0.01%
1,315
5632
$33K ﹤0.01%
6,741
5633
$33K ﹤0.01%
720
-11,546
5634
$33K ﹤0.01%
2,705
-2
5635
$33K ﹤0.01%
1,685
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5636
$33K ﹤0.01%
2,425
-650
5637
$33K ﹤0.01%
3,500
+134
5638
$33K ﹤0.01%
1,471
+475
5639
$33K ﹤0.01%
2,200
-1,080
5640
$33K ﹤0.01%
1,104
-34
5641
$32K ﹤0.01%
788
+12
5642
$32K ﹤0.01%
2,052
5643
$32K ﹤0.01%
2,933
-6,457
5644
$32K ﹤0.01%
14,741
+743
5645
$32K ﹤0.01%
10,880
-37,545
5646
$32K ﹤0.01%
858
+195
5647
$32K ﹤0.01%
7,000
-290
5648
$32K ﹤0.01%
31,713
+2,099
5649
$31K ﹤0.01%
6,000
-758
5650
$31K ﹤0.01%
1,051
+101
224 225
226
227 228