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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5726
$24K ﹤0.01%
27
-8
5727
$24K ﹤0.01%
1,399
-15,193
5728
$24K ﹤0.01%
5,305
+251
5729
$24K ﹤0.01%
2,580
+96
5730
$24K ﹤0.01%
24,400
-26,100
5731
$24K ﹤0.01%
+23,500
5732
$23K ﹤0.01%
19,688
-3
5733
$23K ﹤0.01%
134
-34
5734
$23K ﹤0.01%
12,043
5735
$23K ﹤0.01%
1,396
-1,319
5736
$23K ﹤0.01%
2,283
-20,966
5737
$23K ﹤0.01%
2,217
+2,090
5738
$23K ﹤0.01%
321
5739
$23K ﹤0.01%
1,367
+945
5740
$23K ﹤0.01%
8,881
-3,324
5741
$23K ﹤0.01%
42,176
-23,070
5742
$23K ﹤0.01%
1,627
5743
$23K ﹤0.01%
7,352
-4,485
5744
$23K ﹤0.01%
491
+87
5745
$23K ﹤0.01%
462
-343
5746
$22K ﹤0.01%
+1,000
5747
$22K ﹤0.01%
2,104
-1
5748
$22K ﹤0.01%
73
-97
5749
$22K ﹤0.01%
1,411
-4,625
5750
$22K ﹤0.01%
672
+450
228 229
230
231 232