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
1926
$45M ﹤0.01%
4,215,331
-777,396
1927
$44.9M ﹤0.01%
894,078
+149,717
1928
$44.9M ﹤0.01%
2,970,901
+13,060
1929
$44.9M ﹤0.01%
647,186
+118,936
1930
$44.8M ﹤0.01%
734,856
-147,368
1931
$44.8M ﹤0.01%
1,251,442
-52,181
1932
$44.8M ﹤0.01%
991,140
+176,185
1933
$44.8M ﹤0.01%
866,298
-272,179
1934
$44.8M ﹤0.01%
1,060,771
+633,678
1935
$44.7M ﹤0.01%
1,760,416
-677,538
1936
$44.6M ﹤0.01%
3,742,617
+202,411
1937
$44.6M ﹤0.01%
4,020,081
+1,267,424
1938
$44.6M ﹤0.01%
988,457
+64,555
1939
$44.6M ﹤0.01%
1,464,656
-331,999
1940
$44.6M ﹤0.01%
5,906,332
+515,797
1941
$44.5M ﹤0.01%
2,511,252
-41,320
1942
$44.5M ﹤0.01%
949,595
+169,878
1943
$44.5M ﹤0.01%
1,844,345
-231,105
1944
$44.5M ﹤0.01%
788,244
-340,362
1945
$44.3M ﹤0.01%
982,967
+43,028
1946
$44.3M ﹤0.01%
2,103,017
-54,639
1947
$44.2M ﹤0.01%
2,819,990
-341,918
1948
$44.2M ﹤0.01%
139,419
-777
1949
$44.1M ﹤0.01%
473,501
-11,690
1950
$44.1M ﹤0.01%
772,447
-20,223
76 77
78
79 80