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
3001
$4.62M ﹤0.01%
104,028
+23,468
3002
$4.61M ﹤0.01%
259,856
-37,976
3003
$4.61M ﹤0.01%
263,049
+47,825
3004
$4.6M ﹤0.01%
102,876
+15,893
3005
$4.6M ﹤0.01%
128,335
+15,224
3006
$4.59M ﹤0.01%
111,202
+4,158
3007
$4.59M ﹤0.01%
123,925
+9,551
3008
$4.58M ﹤0.01%
562,806
-291,087
3009
$4.58M ﹤0.01%
649,848
-353,191
3010
$4.58M ﹤0.01%
141,386
+93,893
3011
$4.58M ﹤0.01%
53,844
-18,598
3012
$4.58M ﹤0.01%
109,693
+29,134
3013
$4.57M ﹤0.01%
137,954
+12,201
3014
$4.57M ﹤0.01%
127,565
+62,868
3015
$4.57M ﹤0.01%
459,539
+10,250
3016
$4.56M ﹤0.01%
432,609
+44,104
3017
$4.55M ﹤0.01%
211,000
-72,450
3018
$4.55M ﹤0.01%
132,490
-124
3019
$4.54M ﹤0.01%
71,985
+22,842
3020
$4.54M ﹤0.01%
85,499
+2,761
3021
$4.53M ﹤0.01%
145,517
+113,694
3022
$4.53M ﹤0.01%
240,790
+65,149
3023
$4.53M ﹤0.01%
130,662
+62,073
3024
$4.53M ﹤0.01%
144,321
+17,994
3025
$4.51M ﹤0.01%
210,014
-88,738
119 120
121
122 123