Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
2676
$6.4M ﹤0.01%
176,963
+88,178
2677
$6.39M ﹤0.01%
123,467
+74,505
2678
$6.39M ﹤0.01%
269,202
-151,065
2679
$6.38M ﹤0.01%
70,253
+5,703
2680
$6.38M ﹤0.01%
185,932
-16,242
2681
$6.36M ﹤0.01%
165,640
+19,075
2682
$6.35M ﹤0.01%
278,087
-30,639
2683
$6.32M ﹤0.01%
396,013
+41,116
2684
$6.32M ﹤0.01%
156,342
+86,333
2685
$6.32M ﹤0.01%
244,119
+31,467
2686
$6.32M ﹤0.01%
120,675
-56
2687
$6.31M ﹤0.01%
164,283
+33,379
2688
$6.3M ﹤0.01%
671,914
-26,879
2689
$6.3M ﹤0.01%
218,420
-24,257
2690
$6.29M ﹤0.01%
412,195
+173,089
2691
$6.29M ﹤0.01%
554,609
-44,317
2692
$6.29M ﹤0.01%
102,954
+13,955
2693
$6.29M ﹤0.01%
142,600
+34,178
2694
$6.27M ﹤0.01%
335,311
-368,486
2695
$6.27M ﹤0.01%
499,299
+143,548
2696
$6.26M ﹤0.01%
154,806
+45,862
2697
$6.25M ﹤0.01%
316,133
-1,338
2698
$6.24M ﹤0.01%
264,902
+119,763
2699
$6.24M ﹤0.01%
291,419
-8,155
2700
$6.19M ﹤0.01%
151,895
+11,613
106 107
108
109 110