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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 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%
650
-2,958
6027
$8K ﹤0.01%
189
-190
6028
$8K ﹤0.01%
4,542
+1,001
6029
$8K ﹤0.01%
+173
6030
$8K ﹤0.01%
8,235
6031
$8K ﹤0.01%
6,689
-100
6032
$8K ﹤0.01%
855
-223,637
6033
$8K ﹤0.01%
332
-201
6034
$8K ﹤0.01%
581
+343
6035
$8K ﹤0.01%
+50
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%
402
6040
$7K ﹤0.01%
7,886
+2,996
6041
$7K ﹤0.01%
1,992
-962
6042
$7K ﹤0.01%
2
6043
$7K ﹤0.01%
+252
6044
$7K ﹤0.01%
506
-1
6045
$7K ﹤0.01%
1,045
+1,013
6046
$7K ﹤0.01%
9,624
-7,458
6047
$7K ﹤0.01%
832
+709
6048
$7K ﹤0.01%
1,617
6049
$7K ﹤0.01%
254
-116
6050
$7K ﹤0.01%
55
-126