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
2601
$6.96M ﹤0.01%
410,871
+267,119
2602
$6.96M ﹤0.01%
77,316
+44,364
2603
$6.9M ﹤0.01%
102,887
+43,412
2604
$6.88M ﹤0.01%
194,306
+150,406
2605
$6.87M ﹤0.01%
392,996
+65,666
2606
$6.87M ﹤0.01%
102,912
+26,737
2607
$6.86M ﹤0.01%
240,414
+79,152
2608
$6.85M ﹤0.01%
77,271
+629
2609
$6.85M ﹤0.01%
610,128
+219,013
2610
$6.85M ﹤0.01%
203,644
-32,950
2611
$6.84M ﹤0.01%
60,167
+2,755
2612
$6.84M ﹤0.01%
315,977
+38,439
2613
$6.83M ﹤0.01%
407,970
-43,093
2614
$6.82M ﹤0.01%
489,885
+29,721
2615
$6.82M ﹤0.01%
33,558
+10,582
2616
$6.82M ﹤0.01%
3,726,708
-831,598
2617
$6.81M ﹤0.01%
100,297
+10,355
2618
$6.81M ﹤0.01%
201,513
-16,507
2619
$6.81M ﹤0.01%
1,001,162
+802,385
2620
$6.8M ﹤0.01%
708,135
+82,428
2621
$6.79M ﹤0.01%
+393,743
2622
$6.78M ﹤0.01%
480,641
-76,824
2623
$6.78M ﹤0.01%
351,011
+108,496
2624
$6.78M ﹤0.01%
208,515
+68,897
2625
$6.77M ﹤0.01%
344,536
+311,533
103 104
105
106 107