We are live on ! Find out more
Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
5726
$39K ﹤0.01%
5,575
+1,700
5727
$38K ﹤0.01%
1,043
-3,228
5728
$38K ﹤0.01%
6,800
-142
5729
$38K ﹤0.01%
5,324
+1,145
5730
$38K ﹤0.01%
8,646
-175
5731
$38K ﹤0.01%
1,848
+366
5732
$38K ﹤0.01%
8,756
+6,556
5733
$38K ﹤0.01%
26,333
-16,085
5734
$38K ﹤0.01%
2,001
+190
5735
$38K ﹤0.01%
+100
5736
$38K ﹤0.01%
+6,290
5737
– –
-1
5738
$37K ﹤0.01%
+14,477
5739
$37K ﹤0.01%
7,540
+1,518
5740
$37K ﹤0.01%
2,000
5741
$37K ﹤0.01%
1,678
5742
$37K ﹤0.01%
950
-10,132
5743
$37K ﹤0.01%
19,500
-59,305
5744
$36K ﹤0.01%
3,500
-100
5745
$36K ﹤0.01%
18,170
-10,326
5746
$36K ﹤0.01%
29,046
5747
$35K ﹤0.01%
4
-26
5748
$35K ﹤0.01%
2,990
-2,919
5749
$35K ﹤0.01%
2,528
+2,278
5750
$35K ﹤0.01%
900
-2
228 229
230
231 232