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 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
6376
– –
-10,030
6377
– –
-47,835
6378
– –
-91,709
6379
– –
-42,419
6380
– –
-744,682
6381
– –
-14,868
6382
$0 ﹤0.01%
28
6383
– –
-20,122
6384
– –
-543,528
6385
– –
-4,560
6386
$0 ﹤0.01%
12
-37
6387
– –
-466,614
6388
– –
-9,363,412
6389
$0 ﹤0.01%
66
-2
6390
– –
-5,053,422
6391
– –
-17,154
6392
– –
-116,405
6393
– –
-1,306,249
6394
– –
-144,095
6395
– –
-11,970
6396
– –
-69
6397
– –
-940,037
6398
– –
-130
6399
– –
-47,689
6400
– –
-4,006,167
254 255
256
257 258