We are live on ! Find out more
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 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
6201
$3K ﹤0.01%
100
6202
$2K ﹤0.01%
595
6203
$2K ﹤0.01%
377
+77
6204
$2K ﹤0.01%
109
-1
6205
$2K ﹤0.01%
120
-187
6206
$2K ﹤0.01%
96
-108
6207
$2K ﹤0.01%
1
6208
$2K ﹤0.01%
524
-4,400
6209
$2K ﹤0.01%
114
6210
$2K ﹤0.01%
502
6211
$2K ﹤0.01%
129
6212
$2K ﹤0.01%
1,000
6213
$2K ﹤0.01%
169
-4
6214
$2K ﹤0.01%
55
-1,187
6215
$2K ﹤0.01%
101
-949
6216
$2K ﹤0.01%
100
-606
6217
$2K ﹤0.01%
1,891
6218
$2K ﹤0.01%
801
6219
$2K ﹤0.01%
2,000
6220
$2K ﹤0.01%
1,000
-625
6221
$2K ﹤0.01%
356
6222
$2K ﹤0.01%
489
-565
6223
$2K ﹤0.01%
984
-694
6224
$2K ﹤0.01%
755
6225
$2K ﹤0.01%
4,600
-81,356
247 248
249
250 251