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
2526
$7.61M ﹤0.01%
363,243
-33,165
2527
$7.6M ﹤0.01%
61,008
-57,589
2528
$7.58M ﹤0.01%
185,583
-2,304
2529
$7.56M ﹤0.01%
988,509
-35,961
2530
$7.55M ﹤0.01%
192,250
+13,072
2531
$7.55M ﹤0.01%
120,964
+57,404
2532
$7.55M ﹤0.01%
754,254
+36,162
2533
$7.55M ﹤0.01%
326,465
+72,377
2534
$7.54M ﹤0.01%
571,489
-34,091
2535
$7.53M ﹤0.01%
220,363
-11,152
2536
$7.52M ﹤0.01%
224,850
-296,189
2537
$7.51M ﹤0.01%
237,503
+90,856
2538
$7.5M ﹤0.01%
242,262
-113,338
2539
$7.5M ﹤0.01%
382,986
+151,748
2540
$7.49M ﹤0.01%
90,117
+55,788
2541
$7.48M ﹤0.01%
438,991
-310,229
2542
$7.47M ﹤0.01%
667,064
+170,244
2543
$7.46M ﹤0.01%
55,198
+29,456
2544
$7.45M ﹤0.01%
732,819
+538,837
2545
$7.44M ﹤0.01%
43,450
+6,090
2546
$7.44M ﹤0.01%
319,872
-69,550
2547
$7.43M ﹤0.01%
159,815
-9,312
2548
$7.41M ﹤0.01%
330,010
-17,720
2549
$7.41M ﹤0.01%
88,564
-1,853
2550
$7.39M ﹤0.01%
189,176
+104,402
100 101
102
103 104