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
7801
– –
-146,472
7802
– –
-240
7803
– –
-1,000
7804
– –
-171,036
7805
– –
-1,088
7806
– –
-3,521
7807
– –
-14,673
7808
– –
-500
7809
– –
-1,178,965
7810
– –
-5,567
7811
– –
-726
7812
– –
-1
7813
– –
-2,036
7814
– –
-562,973
7815
– –
-933
7816
– –
-7,490
7817
– –
-13,438
7818
– –
-2,926
7819
– –
-477
7820
– –
-2,500
7821
– –
-39,342
7822
– –
-35,717
7823
– –
-260,535
7824
– –
-5,000
7825
– –
-2,926
311 312
313
314 315