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
1926
$14M ﹤0.01%
650,609
+47,452
1927
$14M ﹤0.01%
617,757
-79,670
1928
$14M ﹤0.01%
526,455
+26,091
1929
$14M ﹤0.01%
316,227
-34,716
1930
$14M ﹤0.01%
966,934
+283,536
1931
$14M ﹤0.01%
3,236,844
-799,439
1932
$13.9M ﹤0.01%
90,021
+21,132
1933
$13.9M ﹤0.01%
145,653
+18,159
1934
$13.9M ﹤0.01%
647,457
+69,869
1935
$13.9M ﹤0.01%
5,236,197
+236,846
1936
$13.9M ﹤0.01%
251,769
+40,588
1937
$13.8M ﹤0.01%
227,074
+161,559
1938
$13.8M ﹤0.01%
160,290
-4,224
1939
$13.8M ﹤0.01%
307,426
-2,614,363
1940
$13.8M ﹤0.01%
817,835
-2,132,686
1941
$13.8M ﹤0.01%
2,232,051
-130,394
1942
$13.7M ﹤0.01%
600,656
+171,214
1943
$13.7M ﹤0.01%
171,018
-28,921
1944
$13.7M ﹤0.01%
363,392
+146,433
1945
$13.7M ﹤0.01%
567,862
+170,132
1946
$13.7M ﹤0.01%
732,948
+176,121
1947
$13.7M ﹤0.01%
265,905
+49,256
1948
$13.6M ﹤0.01%
400,822
+108,703
1949
$13.6M ﹤0.01%
442,824
-181,629
1950
$13.6M ﹤0.01%
32,123
+18,357
76 77
78
79 80