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
3026
$4.51M ﹤0.01%
392,713
+318,581
3027
$4.5M ﹤0.01%
379,989
-77,918
3028
$4.5M ﹤0.01%
226,624
+55,847
3029
$4.5M ﹤0.01%
62,660
-42,123
3030
$4.48M ﹤0.01%
74,367
+39,661
3031
$4.48M ﹤0.01%
317,352
-102,589
3032
$4.48M ﹤0.01%
45,195
+5,459
3033
$4.48M ﹤0.01%
64,728
+20,968
3034
$4.48M ﹤0.01%
219,423
+20,823
3035
$4.47M ﹤0.01%
270,367
+91,730
3036
$4.47M ﹤0.01%
83,334
-106
3037
$4.47M ﹤0.01%
115,731
-28,301
3038
$4.47M ﹤0.01%
349,055
-11,252
3039
$4.47M ﹤0.01%
569,152
+52,691
3040
$4.46M ﹤0.01%
133,265
-13,433
3041
$4.46M ﹤0.01%
103,498
-594
3042
$4.46M ﹤0.01%
75,138
-11,849
3043
$4.46M ﹤0.01%
199,557
-467
3044
$4.45M ﹤0.01%
117,646
+8,979
3045
$4.44M ﹤0.01%
418,241
-144,647
3046
$4.44M ﹤0.01%
329,927
-90,655
3047
$4.44M ﹤0.01%
81,777
-11,367
3048
$4.43M ﹤0.01%
288,872
+76,184
3049
$4.43M ﹤0.01%
164,386
+70,323
3050
$4.43M ﹤0.01%
124,812
+96,666
120 121
122
123 124