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
1926
$8.85M ﹤0.01%
137,228
+115,504
1927
$8.84M ﹤0.01%
2,248,824
-1,961,333
1928
$8.83M ﹤0.01%
378,813
-103,063
1929
$8.83M ﹤0.01%
404,267
-102,598
1930
$8.83M ﹤0.01%
247,120
-201,440
1931
$8.83M ﹤0.01%
1,347,216
+7,352
1932
$8.82M ﹤0.01%
104,349
-27,932
1933
$8.82M ﹤0.01%
274,024
-144,189
1934
$8.79M ﹤0.01%
360,372
-394,124
1935
$8.79M ﹤0.01%
875,638
+313,475
1936
$8.78M ﹤0.01%
268,095
+97,752
1937
$8.77M ﹤0.01%
474,468
-96,581
1938
$8.77M ﹤0.01%
345,180
+37,123
1939
$8.77M ﹤0.01%
1,061,410
-1,058,110
1940
$8.76M ﹤0.01%
321,371
-209,059
1941
$8.76M ﹤0.01%
154,119
-264,341
1942
$8.76M ﹤0.01%
712,044
-62,890
1943
$8.76M ﹤0.01%
691,024
-56,561
1944
$8.75M ﹤0.01%
607,529
-42,229
1945
$8.75M ﹤0.01%
212,346
-76,228
1946
$8.72M ﹤0.01%
161,020
+65,948
1947
$8.71M ﹤0.01%
788,888
+69,425
1948
$8.71M ﹤0.01%
1,060,008
+181,752
1949
$8.7M ﹤0.01%
175,964
-129,159
1950
$8.7M ﹤0.01%
445,678
+311,893
76 77
78
79 80