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
2551
$7.38M ﹤0.01%
244,687
+9,052
2552
$7.38M ﹤0.01%
948,307
+82,434
2553
$7.37M ﹤0.01%
297,879
+22,059
2554
$7.37M ﹤0.01%
133,373
+20,577
2555
$7.35M ﹤0.01%
184,263
+123,952
2556
$7.35M ﹤0.01%
68,220
+4,554
2557
$7.34M ﹤0.01%
109,098
+31,145
2558
$7.33M ﹤0.01%
141,288
+26,235
2559
$7.27M ﹤0.01%
1,008,006
+48,374
2560
$7.25M ﹤0.01%
166,144
-7,898
2561
$7.24M ﹤0.01%
1,704,588
+133,041
2562
$7.24M ﹤0.01%
90,519
+41,987
2563
$7.24M ﹤0.01%
292,905
-22,619
2564
$7.23M ﹤0.01%
65,238
+11,675
2565
$7.23M ﹤0.01%
145,879
+2,134
2566
$7.23M ﹤0.01%
10,008
+3,381
2567
$7.23M ﹤0.01%
428,550
+19,308
2568
$7.21M ﹤0.01%
373,585
-420,818
2569
$7.19M ﹤0.01%
289,368
+43,959
2570
$7.17M ﹤0.01%
107,788
+23,953
2571
$7.17M ﹤0.01%
141,411
+203
2572
$7.16M ﹤0.01%
193,058
+72,348
2573
$7.14M ﹤0.01%
444,274
+22,837
2574
$7.13M ﹤0.01%
133,162
-142,184
2575
$7.12M ﹤0.01%
20,486
+4,848
101 102
103
104 105