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
1876
$14.7M ﹤0.01%
180,786
+55,603
1877
$14.7M ﹤0.01%
+1,480,825
1878
$14.7M ﹤0.01%
553,984
+153,418
1879
$14.7M ﹤0.01%
1,334,307
-1,553,976
1880
$14.7M ﹤0.01%
587,433
+100,232
1881
$14.6M ﹤0.01%
1,446,125
+75,931
1882
$14.6M ﹤0.01%
353,884
-97,795
1883
$14.6M ﹤0.01%
921,036
+112,657
1884
$14.6M ﹤0.01%
578,691
+268,963
1885
$14.6M ﹤0.01%
283,441
+61,935
1886
$14.6M ﹤0.01%
191,325
+29,677
1887
$14.6M ﹤0.01%
456,686
+79,379
1888
$14.6M ﹤0.01%
270,628
+558
1889
$14.5M ﹤0.01%
269,534
+49,383
1890
$14.5M ﹤0.01%
421,231
+164,352
1891
$14.5M ﹤0.01%
801,335
+32,514
1892
$14.5M ﹤0.01%
228,348
-49,946
1893
$14.5M ﹤0.01%
1,933,792
+228,609
1894
$14.5M ﹤0.01%
332,300
+186,541
1895
$14.4M ﹤0.01%
346,907
+107,032
1896
$14.4M ﹤0.01%
238,658
+70,012
1897
$14.4M ﹤0.01%
582,833
+3,434
1898
$14.4M ﹤0.01%
439,716
+37,929
1899
$14.3M ﹤0.01%
544,169
-41,631
1900
$14.3M ﹤0.01%
448,068
+18,762
74 75
76
77 78