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
1901
$14.3M ﹤0.01%
428,552
+209,718
1902
$14.3M ﹤0.01%
650,711
-268,420
1903
$14.3M ﹤0.01%
222,297
+49,089
1904
$14.3M ﹤0.01%
449,730
-34,131
1905
$14.2M ﹤0.01%
370,640
-93,215
1906
$14.2M ﹤0.01%
347,255
+115,708
1907
$14.2M ﹤0.01%
425,828
-114,541
1908
$14.2M ﹤0.01%
545,521
-127,003
1909
$14.2M ﹤0.01%
1,099,683
-256,334
1910
$14.2M ﹤0.01%
82,773
+21,721
1911
$14.2M ﹤0.01%
271,251
+77,318
1912
$14.2M ﹤0.01%
859,413
+12,951
1913
$14.1M ﹤0.01%
675,722
+146,499
1914
$14.1M ﹤0.01%
1,103,154
-136,958
1915
$14.1M ﹤0.01%
153,806
+42,241
1916
$14.1M ﹤0.01%
1,281,895
-321,914
1917
$14.1M ﹤0.01%
805,640
-550,415
1918
$14.1M ﹤0.01%
279,588
+10,071
1919
$14.1M ﹤0.01%
999,844
+2,930
1920
$14M ﹤0.01%
168,332
+17,299
1921
$14M ﹤0.01%
712,372
+9,667
1922
$14M ﹤0.01%
266,700
+142,227
1923
$14M ﹤0.01%
240,989
+163,292
1924
$14M ﹤0.01%
602,118
+7,972
1925
$14M ﹤0.01%
207,433
-262,315
75 76
77
78 79