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
2726
$6.03M ﹤0.01%
381,858
+28,961
2727
$6.03M ﹤0.01%
93,622
-12,865
2728
$6.03M ﹤0.01%
423,432
+38,999
2729
$6.03M ﹤0.01%
238,909
-23,532
2730
$6.02M ﹤0.01%
261,542
+154,354
2731
$6.02M ﹤0.01%
16,098
+9,242
2732
$6.01M ﹤0.01%
123,161
+47,063
2733
$6M ﹤0.01%
506,594
+123,714
2734
$6M ﹤0.01%
85,479
+10,554
2735
$5.99M ﹤0.01%
158,698
+40,945
2736
$5.99M ﹤0.01%
166,196
-87,473
2737
$5.99M ﹤0.01%
610,946
+24,859
2738
$5.99M ﹤0.01%
1,503,570
+302,215
2739
$5.98M ﹤0.01%
616,100
-201,726
2740
$5.98M ﹤0.01%
294,147
+2,642
2741
$5.94M ﹤0.01%
355,029
+36,498
2742
$5.93M ﹤0.01%
79,948
+74,446
2743
$5.93M ﹤0.01%
140,446
-193,424
2744
$5.93M ﹤0.01%
325,102
-57,038
2745
$5.9M ﹤0.01%
110,113
+106,720
2746
$5.89M ﹤0.01%
347,382
+72,853
2747
$5.89M ﹤0.01%
90,905
+65,401
2748
$5.89M ﹤0.01%
194,162
+138,609
2749
$5.88M ﹤0.01%
165,083
-41,263
2750
$5.88M ﹤0.01%
264,856
+167,850
108 109
110
111 112