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 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
6151
$4K ﹤0.01%
470
-29,468
6152
$4K ﹤0.01%
+800
6153
$4K ﹤0.01%
716
-1
6154
$4K ﹤0.01%
+1,317
6155
$4K ﹤0.01%
+300
6156
$4K ﹤0.01%
700
-739
6157
$4K ﹤0.01%
629
+621
6158
$4K ﹤0.01%
4,377
-10,942
6159
$4K ﹤0.01%
204
-1
6160
$4K ﹤0.01%
299
6161
$4K ﹤0.01%
352
-934
6162
$4K ﹤0.01%
203
6163
$4K ﹤0.01%
720
6164
$4K ﹤0.01%
1,523
+1
6165
$4K ﹤0.01%
89
-4
6166
$4K ﹤0.01%
1
-5
6167
$4K ﹤0.01%
1,697
-1,219
6168
$4K ﹤0.01%
65
+34
6169
$4K ﹤0.01%
206
-1
6170
$4K ﹤0.01%
72
-655
6171
$4K ﹤0.01%
185
-432
6172
$3K ﹤0.01%
8
+6
6173
$3K ﹤0.01%
103
-1
6174
$3K ﹤0.01%
46
-62
6175
$3K ﹤0.01%
413
-19