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
2901
$5.13M ﹤0.01%
201,070
+62,340
2902
$5.12M ﹤0.01%
9,575
-14,691
2903
$5.11M ﹤0.01%
107,705
-74,437
2904
$5.09M ﹤0.01%
184,928
+55,206
2905
$5.09M ﹤0.01%
264,740
+42,543
2906
$5.08M ﹤0.01%
323,792
+246,001
2907
$5.08M ﹤0.01%
+2,090
2908
$5.08M ﹤0.01%
214,396
+5,046
2909
$5.07M ﹤0.01%
24,496
-1,448
2910
$5.07M ﹤0.01%
88,454
-30,113
2911
$5.06M ﹤0.01%
323,401
+35,556
2912
$5.05M ﹤0.01%
37,585
-7,000
2913
$5.05M ﹤0.01%
159,732
+3,498
2914
$5.05M ﹤0.01%
870,062
+65,713
2915
$5.04M ﹤0.01%
120,853
+8,620
2916
$5.04M ﹤0.01%
96,071
-21,312
2917
$5.04M ﹤0.01%
219,252
+105,356
2918
$5.03M ﹤0.01%
279,466
+168,469
2919
$5.02M ﹤0.01%
487,621
+52,664
2920
$5M ﹤0.01%
83,894
+10,409
2921
$4.99M ﹤0.01%
316,646
-3,866
2922
$4.99M ﹤0.01%
275,654
+100,325
2923
$4.99M ﹤0.01%
26,831
+6,612
2924
$4.98M ﹤0.01%
365,971
-220
2925
$4.98M ﹤0.01%
120,062
-75,594
115 116
117
118 119