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 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
6026
$8K ﹤0.01%
1,000
6027
$8K ﹤0.01%
3,470
+50
6028
$8K ﹤0.01%
498
6029
$8K ﹤0.01%
650
-2,958
6030
$8K ﹤0.01%
189
-190
6031
$8K ﹤0.01%
4,542
+1,001
6032
$8K ﹤0.01%
+173
6033
$8K ﹤0.01%
8,235
6034
$8K ﹤0.01%
6,689
-100
6035
$8K ﹤0.01%
855
-223,637
6036
$8K ﹤0.01%
1,852
+202
6037
$8K ﹤0.01%
1,077
-3
6038
$7K ﹤0.01%
329
-4,610
6039
$7K ﹤0.01%
7,886
+2,996
6040
$7K ﹤0.01%
1,992
-962
6041
$7K ﹤0.01%
2
6042
$7K ﹤0.01%
+252
6043
$7K ﹤0.01%
506
-1
6044
$7K ﹤0.01%
1,045
+1,013
6045
$7K ﹤0.01%
9,624
-7,458
6046
$7K ﹤0.01%
832
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6047
$7K ﹤0.01%
1,617
6048
$7K ﹤0.01%
254
-116
6049
$7K ﹤0.01%
55
-126
6050
$7K ﹤0.01%
799
-1