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
2626
$6.75M ﹤0.01%
76,363
+10,715
2627
$6.73M ﹤0.01%
95,610
-4,080
2628
$6.72M ﹤0.01%
376,041
+136,271
2629
$6.72M ﹤0.01%
295,710
+891
2630
$6.71M ﹤0.01%
675,595
-155,956
2631
$6.71M ﹤0.01%
351,598
+263,612
2632
$6.7M ﹤0.01%
337,397
+99,731
2633
$6.68M ﹤0.01%
566,209
+34,318
2634
$6.66M ﹤0.01%
435,152
-67,124
2635
$6.65M ﹤0.01%
699,771
-77,251
2636
$6.65M ﹤0.01%
481,290
+203,956
2637
$6.64M ﹤0.01%
106,649
-5,823
2638
$6.63M ﹤0.01%
192,795
-12,417
2639
$6.63M ﹤0.01%
212,939
-96,123
2640
$6.63M ﹤0.01%
86,043
-6,263
2641
$6.62M ﹤0.01%
264,751
+91,959
2642
$6.62M ﹤0.01%
164,759
+20,801
2643
$6.61M ﹤0.01%
70,227
+11,457
2644
$6.61M ﹤0.01%
427,946
-17,574
2645
$6.61M ﹤0.01%
260,388
+21,492
2646
$6.6M ﹤0.01%
390,831
-237,012
2647
$6.58M ﹤0.01%
597,869
+19,348
2648
$6.58M ﹤0.01%
461,818
+141,487
2649
$6.58M ﹤0.01%
211,068
-72,277
2650
$6.57M ﹤0.01%
539,989
+308,048
104 105
106
107 108