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
2851
$5.39M ﹤0.01%
73,616
+3,199
2852
$5.39M ﹤0.01%
139,578
+6,252
2853
$5.38M ﹤0.01%
261,069
+33,655
2854
$5.38M ﹤0.01%
140,460
+19,721
2855
$5.38M ﹤0.01%
127,058
+59,125
2856
$5.38M ﹤0.01%
213,552
+38,690
2857
$5.36M ﹤0.01%
125,291
2858
$5.35M ﹤0.01%
71,448
-80,000
2859
$5.35M ﹤0.01%
217,067
+14,100
2860
$5.34M ﹤0.01%
69,199
+14,403
2861
$5.33M ﹤0.01%
188,569
-10,192
2862
$5.32M ﹤0.01%
290,886
+1,080
2863
$5.32M ﹤0.01%
99,561
+61,726
2864
$5.32M ﹤0.01%
23,923
+3,950
2865
$5.32M ﹤0.01%
477,867
+45,562
2866
$5.32M ﹤0.01%
75,969
+444
2867
$5.32M ﹤0.01%
188,887
-599,849
2868
$5.31M ﹤0.01%
299,932
+80,772
2869
$5.31M ﹤0.01%
57,607
-29,587
2870
$5.3M ﹤0.01%
198,249
+88,756
2871
$5.3M ﹤0.01%
210,453
+185,325
2872
$5.3M ﹤0.01%
202,609
-14,465
2873
$5.3M ﹤0.01%
172,702
+42,876
2874
$5.29M ﹤0.01%
126,767
+15,107
2875
$5.28M ﹤0.01%
93,527
+53,156
113 114
115
116 117