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
5076
$734K ﹤0.01%
25,896
-17,579
5077
$732K ﹤0.01%
14,841
+8,288
5078
$731K ﹤0.01%
51,690
-34,217
5079
$727K ﹤0.01%
99,651
-30,385
5080
$727K ﹤0.01%
7,672
-607
5081
$726K ﹤0.01%
32,600
-10,400
5082
$725K ﹤0.01%
332,677
-298,100
5083
$725K ﹤0.01%
122,850
+73,633
5084
$718K ﹤0.01%
281,446
-42,279
5085
$717K ﹤0.01%
192,213
-108,235
5086
$717K ﹤0.01%
18,507
+2,166
5087
$714K ﹤0.01%
454,977
+100,941
5088
$712K ﹤0.01%
121,117
+36,220
5089
$710K ﹤0.01%
69,027
-44,056
5090
$707K ﹤0.01%
70,952
-5,581
5091
$702K ﹤0.01%
320,769
+52,965
5092
$698K ﹤0.01%
9,542
+8,063
5093
$697K ﹤0.01%
83,124
+4,847
5094
$697K ﹤0.01%
38,612
+17,815
5095
$695K ﹤0.01%
30,501
+91
5096
$695K ﹤0.01%
377,887
+209,971
5097
$692K ﹤0.01%
24,185
-3,048
5098
$691K ﹤0.01%
38,009
+274
5099
$690K ﹤0.01%
141,413
+32,809
5100
$688K ﹤0.01%
68,479
+3,205
202 203
204
205 206