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
2926
$4.97M ﹤0.01%
97,362
+54,329
2927
$4.96M ﹤0.01%
199,776
+106,685
2928
$4.96M ﹤0.01%
262,242
+7,487
2929
$4.95M ﹤0.01%
346,882
+77,778
2930
$4.95M ﹤0.01%
171,191
+167,786
2931
$4.93M ﹤0.01%
173,495
+100,706
2932
$4.93M ﹤0.01%
96,756
+24,775
2933
$4.93M ﹤0.01%
33,426
+19,302
2934
$4.93M ﹤0.01%
78,911
+17,368
2935
$4.93M ﹤0.01%
485,483
+264,204
2936
$4.92M ﹤0.01%
232,330
+3,591
2937
$4.91M ﹤0.01%
141,895
-58,571
2938
$4.91M ﹤0.01%
352,861
-9,166
2939
$4.9M ﹤0.01%
473,722
+3,794
2940
$4.9M ﹤0.01%
86,627
-21,865
2941
$4.9M ﹤0.01%
225,286
-42,347
2942
$4.9M ﹤0.01%
186,285
-112,313
2943
$4.9M ﹤0.01%
218,134
+139,173
2944
$4.89M ﹤0.01%
79,865
+32,188
2945
$4.89M ﹤0.01%
70,126
-19,578
2946
$4.89M ﹤0.01%
290,272
+9,047
2947
$4.89M ﹤0.01%
43,681
-2,145
2948
$4.89M ﹤0.01%
277,660
-736,349
2949
$4.88M ﹤0.01%
235,437
+26,440
2950
$4.88M ﹤0.01%
80,151
-34,861
116 117
118
119 120