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
2776
$5.78M ﹤0.01%
88,421
+32,226
2777
$5.78M ﹤0.01%
231,718
+114,029
2778
$5.77M ﹤0.01%
139,621
-19,892
2779
$5.77M ﹤0.01%
139,491
+30,411
2780
$5.77M ﹤0.01%
376,516
+36,632
2781
$5.76M ﹤0.01%
351,253
-59,196
2782
$5.76M ﹤0.01%
135,086
-48,224
2783
$5.76M ﹤0.01%
1,251,619
+728,152
2784
$5.75M ﹤0.01%
701,589
-34,194
2785
$5.75M ﹤0.01%
215,049
+54,573
2786
$5.75M ﹤0.01%
44,249
+2,583
2787
$5.75M ﹤0.01%
129,937
+38,926
2788
$5.75M ﹤0.01%
270,856
+179,336
2789
$5.74M ﹤0.01%
436,031
+114,808
2790
$5.74M ﹤0.01%
49,507
+6,166
2791
$5.73M ﹤0.01%
913,145
-101,051
2792
$5.73M ﹤0.01%
116,616
+9,906
2793
$5.72M ﹤0.01%
148,461
+40,817
2794
$5.72M ﹤0.01%
245,266
+16,726
2795
$5.72M ﹤0.01%
1,195,678
-10,961
2796
$5.7M ﹤0.01%
134,557
-80,102
2797
$5.7M ﹤0.01%
144,167
+1,053
2798
$5.7M ﹤0.01%
338,164
+3,476
2799
$5.7M ﹤0.01%
273,809
+123,910
2800
$5.68M ﹤0.01%
56,704
+15,664
110 111
112
113 114