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
2876
$5.28M ﹤0.01%
178,926
-41,792
2877
$5.28M ﹤0.01%
401,328
-5,514
2878
$5.26M ﹤0.01%
171,173
+19,638
2879
$5.26M ﹤0.01%
855,470
+299,110
2880
$5.25M ﹤0.01%
38,461
-24,717
2881
$5.24M ﹤0.01%
178,806
-96,745
2882
$5.24M ﹤0.01%
107,496
+37,791
2883
$5.23M ﹤0.01%
172,194
-375,537
2884
$5.22M ﹤0.01%
160,254
+128,890
2885
$5.22M ﹤0.01%
84,951
+5,340
2886
$5.21M ﹤0.01%
233,264
+2,509
2887
$5.21M ﹤0.01%
185,111
+58,999
2888
$5.21M ﹤0.01%
47,329
-52,655
2889
$5.2M ﹤0.01%
67,189
-26,426
2890
$5.2M ﹤0.01%
329,848
-29,222
2891
$5.19M ﹤0.01%
276,826
+1,991
2892
$5.19M ﹤0.01%
378,723
-36,490
2893
$5.19M ﹤0.01%
39,077
+726
2894
$5.16M ﹤0.01%
209,650
-4,669
2895
$5.16M ﹤0.01%
104,899
-319,334
2896
$5.16M ﹤0.01%
98,331
+20,333
2897
$5.15M ﹤0.01%
339,153
-71,295
2898
$5.14M ﹤0.01%
132,310
+23,573
2899
$5.14M ﹤0.01%
676,152
-254,690
2900
$5.13M ﹤0.01%
90,422
+12,596
114 115
116
117 118