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
2501
$7.8M ﹤0.01%
554
+532
2502
$7.8M ﹤0.01%
162,334
+57,222
2503
$7.79M ﹤0.01%
227,276
+223,738
2504
$7.79M ﹤0.01%
302,658
+297,788
2505
$7.79M ﹤0.01%
106,570
+16,759
2506
$7.78M ﹤0.01%
995,049
-502,225
2507
$7.77M ﹤0.01%
167,711
+17,130
2508
$7.75M ﹤0.01%
331,984
+180,856
2509
$7.75M ﹤0.01%
224,587
-96,646
2510
$7.75M ﹤0.01%
143,126
+80,543
2511
$7.73M ﹤0.01%
218,699
+21,476
2512
$7.71M ﹤0.01%
172,642
+97,287
2513
$7.71M ﹤0.01%
524,640
-77,195
2514
$7.71M ﹤0.01%
886,222
+38,176
2515
$7.71M ﹤0.01%
305,507
+3,722
2516
$7.7M ﹤0.01%
1,025,232
+110,603
2517
$7.69M ﹤0.01%
425,117
-43,650
2518
$7.68M ﹤0.01%
373,991
+9,787
2519
$7.68M ﹤0.01%
159,910
-68,482
2520
$7.67M ﹤0.01%
132,300
-13,266
2521
$7.67M ﹤0.01%
301,468
+30,420
2522
$7.64M ﹤0.01%
152,942
+5,637
2523
$7.63M ﹤0.01%
227,387
-1,756
2524
$7.63M ﹤0.01%
94,489
-100,802
2525
$7.62M ﹤0.01%
191,678
+61,429
99 100
101
102 103