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
5901
$13K ﹤0.01%
2,262
-2,232
5902
$13K ﹤0.01%
7,561
-42,283
5903
$13K ﹤0.01%
2,225
-6,099
5904
$13K ﹤0.01%
+1,011
5905
$13K ﹤0.01%
672
+664
5906
$13K ﹤0.01%
8,540
+1,579
5907
$13K ﹤0.01%
2,212
-395
5908
$13K ﹤0.01%
6,073
+3,870
5909
$13K ﹤0.01%
36,660
-12,174
5910
$13K ﹤0.01%
123
-19,911
5911
$13K ﹤0.01%
564
-7,628
5912
$13K ﹤0.01%
135
5913
$13K ﹤0.01%
878
-1,117
5914
$13K ﹤0.01%
8,395
5915
$13K ﹤0.01%
2,970
-103
5916
$13K ﹤0.01%
571
5917
$13K ﹤0.01%
1,000
5918
$13K ﹤0.01%
1,150
-18,714
5919
$13K ﹤0.01%
3,938
5920
$13K ﹤0.01%
3,288
-1,452
5921
$12K ﹤0.01%
4,336
-5,671
5922
$12K ﹤0.01%
1,816
-6,520
5923
$12K ﹤0.01%
+580
5924
$12K ﹤0.01%
183
5925
$12K ﹤0.01%
34
-13
235 236
237
238 239