Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

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
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38T
AUM Growth
+$86.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,209
New
Increased
Reduced
Closed

Top Buys

1 +$1.74B
2 +$1.16B
3 +$1.08B
4
CME icon
CME Group
CME
+$992M
5
BKNG icon
Booking.com
BKNG
+$960M

Top Sells

1 +$1.14B
2 +$1.09B
3 +$954M
4
NOW icon
ServiceNow
NOW
+$930M
5
NVDA icon
NVIDIA
NVDA
+$855M

Sector Composition

1 Technology 21.68%
2 Financials 10.94%
3 Healthcare 9.21%
4 Consumer Discretionary 8.91%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$15.3M ﹤0.01%
519,544
+356,217
3052
$15.3M ﹤0.01%
795,118
+117,084
3053
$15.2M ﹤0.01%
933,662
-461,002
3054
$15.2M ﹤0.01%
780,031
-196,297
3055
$15.2M ﹤0.01%
327,667
+237,745
3056
$15.2M ﹤0.01%
364,972
+61,531
3057
$15.2M ﹤0.01%
558,794
-31,379
3058
$15.2M ﹤0.01%
453,489
+12,184
3059
$15.2M ﹤0.01%
596,126
-36,713
3060
$15.2M ﹤0.01%
1,909,638
+465,520
3061
$15.1M ﹤0.01%
1,755,945
+296,094
3062
$15.1M ﹤0.01%
4,319,204
-1,095,236
3063
$15.1M ﹤0.01%
1,655,404
+55,904
3064
$15.1M ﹤0.01%
284,028
-2,208
3065
$15.1M ﹤0.01%
224,955
-97,844
3066
$15.1M ﹤0.01%
341,076
+35,638
3067
$15.1M ﹤0.01%
1,088,726
+139,719
3068
$15.1M ﹤0.01%
470,556
+69,842
3069
$15.1M ﹤0.01%
332,048
-11,283
3070
$15M ﹤0.01%
1,079,313
-72,706
3071
$15M ﹤0.01%
405,836
+79,014
3072
$15M ﹤0.01%
356,425
-26,243
3073
$14.9M ﹤0.01%
169,011
+9,847
3074
$14.9M ﹤0.01%
1,059,934
+265,249
3075
$14.9M ﹤0.01%
684,915
+468,096