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
$334B
AUM Growth
+$2.85B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,926
New
Increased
Reduced
Closed

Top Buys

1
+$1.66B
2
+$1.55B
3
+$664M
4
NXPI icon
NXP Semiconductors
NXPI
+$606M
5
DIS icon
Walt Disney
DIS
+$528M

Top Sells

1
+$1.46B
2
+$602M
3
+$594M
4
MA icon
Mastercard
MA
+$560M
5
V icon
Visa
V
+$502M

Sector Composition

1 Technology 10.48%
2 Financials 9.93%
3 Healthcare 8.25%
4 Consumer Discretionary 7.16%
5 Industrials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$8.01M ﹤0.01%
284,274
+10,322
2477
$7.99M ﹤0.01%
118,738
+33,621
2478
$7.97M ﹤0.01%
103,078
+27,363
2479
$7.96M ﹤0.01%
333,132
-2,338
2480
$7.95M ﹤0.01%
161,350
+50,759
2481
$7.93M ﹤0.01%
163,086
+763
2482
$7.93M ﹤0.01%
126,856
+38,226
2483
$7.92M ﹤0.01%
211,669
+48,290
2484
$7.91M ﹤0.01%
615,645
-22,669
2485
$7.91M ﹤0.01%
171,276
+17,774
2486
$7.9M ﹤0.01%
247,904
+111,785
2487
$7.9M ﹤0.01%
283,096
+237,084
2488
$7.9M ﹤0.01%
265,395
+4,989
2489
$7.9M ﹤0.01%
315,869
+157,695
2490
$7.88M ﹤0.01%
1,121,508
+603,391
2491
$7.88M ﹤0.01%
408,186
+147,680
2492
$7.88M ﹤0.01%
765,598
-18,785
2493
$7.86M ﹤0.01%
760,143
+303,277
2494
$7.86M ﹤0.01%
218,445
+37,192
2495
$7.86M ﹤0.01%
187,421
+12,354
2496
$7.86M ﹤0.01%
109,723
+70,169
2497
$7.84M ﹤0.01%
502,709
+2,264
2498
$7.83M ﹤0.01%
415,815
+40,909
2499
$7.83M ﹤0.01%
417,962
+286,425
2500
$7.82M ﹤0.01%
676,075
+7,036
98 99
100
101 102