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
5426
$306K ﹤0.01%
59,570
+37,074
5427
$306K ﹤0.01%
352,747
-428,650
5428
$305K ﹤0.01%
7,676
-1,228
5429
$305K ﹤0.01%
32,489
+16,769
5430
$305K ﹤0.01%
65,509
-45,718
5431
$303K ﹤0.01%
24,916
+546
5432
$302K ﹤0.01%
50,303
+31,126
5433
$301K ﹤0.01%
78,930
-2,215
5434
$300K ﹤0.01%
212,467
5435
$300K ﹤0.01%
13,561
5436
$299K ﹤0.01%
58,954
+20,944
5437
$298K ﹤0.01%
4,641
+1,860
5438
$297K ﹤0.01%
33,901
-9,858
5439
$297K ﹤0.01%
17,665
+1,093
5440
$297K ﹤0.01%
54,412
-57,791
5441
$295K ﹤0.01%
143,907
+90,938
5442
$293K ﹤0.01%
40,081
-37,757
5443
$291K ﹤0.01%
7,035
5444
$291K ﹤0.01%
165,068
-14,744
5445
$289K ﹤0.01%
9,980
+9,298
5446
$288K ﹤0.01%
588
5447
$285K ﹤0.01%
6,311
-46,244
5448
$285K ﹤0.01%
21,027
+7,164
5449
$281K ﹤0.01%
57,800
+14,700
5450
$281K ﹤0.01%
53,964
216 217
218
219 220