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
2651
$6.57M ﹤0.01%
920,365
-95,000
2652
$6.56M ﹤0.01%
422,475
-933
2653
$6.56M ﹤0.01%
394,949
+89,202
2654
$6.55M ﹤0.01%
186,923
+56,184
2655
$6.54M ﹤0.01%
115,387
+39,260
2656
$6.54M ﹤0.01%
494,175
-19,926
2657
$6.54M ﹤0.01%
242,206
+11,083
2658
$6.54M ﹤0.01%
64,274
-91,493
2659
$6.54M ﹤0.01%
92,781
+1,529
2660
$6.53M ﹤0.01%
138,491
-6,524
2661
$6.53M ﹤0.01%
212,644
+33,570
2662
$6.51M ﹤0.01%
563,475
+240
2663
$6.5M ﹤0.01%
251,274
+2,374
2664
$6.49M ﹤0.01%
220,000
+6,876
2665
$6.48M ﹤0.01%
1,701,631
+110,086
2666
$6.48M ﹤0.01%
218,268
-568,307
2667
$6.47M ﹤0.01%
681,716
+187,372
2668
$6.47M ﹤0.01%
117,854
+207
2669
$6.46M ﹤0.01%
446,097
+118,064
2670
$6.46M ﹤0.01%
277,670
-88,833
2671
$6.45M ﹤0.01%
245,459
+69,311
2672
$6.43M ﹤0.01%
93,260
+20,406
2673
$6.43M ﹤0.01%
483,377
-2,103
2674
$6.41M ﹤0.01%
113,106
+16,498
2675
$6.41M ﹤0.01%
311,529
+86,559