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
$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
1851
$15.1M ﹤0.01%
328,932
-529,411
1852
$15.1M ﹤0.01%
364,664
-341
1853
$15.1M ﹤0.01%
401,908
+251,511
1854
$15.1M ﹤0.01%
361,212
+5,996
1855
$15.1M ﹤0.01%
1,625,216
+1,502,516
1856
$15M ﹤0.01%
499,808
+127,579
1857
$15M ﹤0.01%
1,494,443
+129,268
1858
$15M ﹤0.01%
79,187
+24,115
1859
$15M ﹤0.01%
79,900
+69,187
1860
$15M ﹤0.01%
796,464
+1,979
1861
$15M ﹤0.01%
516,366
+121,316
1862
$15M ﹤0.01%
593,661
+102,469
1863
$15M ﹤0.01%
664,080
+47,048
1864
$14.9M ﹤0.01%
1,635,513
-204,952
1865
$14.9M ﹤0.01%
1,291,750
-90,068
1866
$14.9M ﹤0.01%
491,139
+46,781
1867
$14.8M ﹤0.01%
1,037,868
-350,568
1868
$14.8M ﹤0.01%
1,301,184
-2,563,902
1869
$14.8M ﹤0.01%
447,163
+113,999
1870
$14.8M ﹤0.01%
111,121
+61,419
1871
$14.8M ﹤0.01%
1,024,390
-1,259,441
1872
$14.8M ﹤0.01%
2,155,585
-532,621
1873
$14.8M ﹤0.01%
2,778,850
-148,094
1874
$14.8M ﹤0.01%
124,715
+20,983
1875
$14.8M ﹤0.01%
629,289
+146,044
73 74
75
76 77