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
5901
$13K ﹤0.01%
571
5902
$13K ﹤0.01%
1,000
5903
$13K ﹤0.01%
2,225
-6,099
5904
$13K ﹤0.01%
+1,011
5905
$13K ﹤0.01%
672
+664
5906
$13K ﹤0.01%
3,938
5907
$13K ﹤0.01%
3,288
-1,452
5908
$13K ﹤0.01%
8,540
+1,579
5909
$13K ﹤0.01%
2,212
-395
5910
$13K ﹤0.01%
6,073
+3,870
5911
$13K ﹤0.01%
36,660
-12,174
5912
$13K ﹤0.01%
123
-19,911
5913
$13K ﹤0.01%
564
-7,628
5914
$13K ﹤0.01%
135
5915
$13K ﹤0.01%
878
-1,117
5916
$13K ﹤0.01%
8,395
5917
$13K ﹤0.01%
1,150
-18,714
5918
$12K ﹤0.01%
4,878
-47
5919
$12K ﹤0.01%
4,336
-5,671
5920
$12K ﹤0.01%
1,816
-6,520
5921
$12K ﹤0.01%
+580
5922
$12K ﹤0.01%
183
5923
$12K ﹤0.01%
34
-13
5924
$12K ﹤0.01%
267
5925
$12K ﹤0.01%
821
-2
235 236
237
238 239