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
1951
$13.6M ﹤0.01%
306,971
+24,073
1952
$13.6M ﹤0.01%
31,919
+6,556
1953
$13.6M ﹤0.01%
1,031,971
+17,133
1954
$13.6M ﹤0.01%
+800,984
1955
$13.6M ﹤0.01%
326,285
+42,417
1956
$13.6M ﹤0.01%
192,176
-16,514
1957
$13.6M ﹤0.01%
1,450,050
+515,750
1958
$13.6M ﹤0.01%
758,932
-32,127
1959
$13.5M ﹤0.01%
159,444
+111,275
1960
$13.5M ﹤0.01%
562,936
+101,236
1961
$13.5M ﹤0.01%
447,334
+70,204
1962
$13.5M ﹤0.01%
750,775
+578,365
1963
$13.5M ﹤0.01%
218,555
-1,054,987
1964
$13.5M ﹤0.01%
333,486
+2,906
1965
$13.5M ﹤0.01%
180,033
+3,964
1966
$13.5M ﹤0.01%
910,232
-152,647
1967
$13.5M ﹤0.01%
1,052,376
+177,127
1968
$13.5M ﹤0.01%
300,641
+7,153
1969
$13.5M ﹤0.01%
143,714
+15,733
1970
$13.5M ﹤0.01%
1,341,783
+39,386
1971
$13.5M ﹤0.01%
390,313
+51,232
1972
$13.4M ﹤0.01%
306,334
-110,014
1973
$13.4M ﹤0.01%
845,492
+28,100
1974
$13.4M ﹤0.01%
377,096
+61,517
1975
$13.4M ﹤0.01%
956,262
-52,306
77 78
79
80 81