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
5851
$16K ﹤0.01%
493
+231
5852
$16K ﹤0.01%
472
-145
5853
$16K ﹤0.01%
6,310
-6,002
5854
$16K ﹤0.01%
2,686
-15,600
5855
$16K ﹤0.01%
400
5856
$16K ﹤0.01%
363
-9,217
5857
$16K ﹤0.01%
3,508
-7,450
5858
$16K ﹤0.01%
17,473
-16,176
5859
$16K ﹤0.01%
800
-1,125
5860
$16K ﹤0.01%
5,926
+100
5861
$16K ﹤0.01%
801
5862
$15K ﹤0.01%
10
5863
$15K ﹤0.01%
3,589
-3,633
5864
$15K ﹤0.01%
700
-38
5865
$15K ﹤0.01%
2,068
-16,473
5866
$15K ﹤0.01%
1,013
5867
$15K ﹤0.01%
23
-191
5868
$15K ﹤0.01%
324
-561
5869
$15K ﹤0.01%
1
-1
5870
$15K ﹤0.01%
983
-2
5871
$15K ﹤0.01%
1,147
-2
5872
$15K ﹤0.01%
1,645
-3,961
5873
$15K ﹤0.01%
1,092
+347
5874
$15K ﹤0.01%
752
+537
5875
$14K ﹤0.01%
1,567
-3
233 234
235
236 237