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
2001
$13M ﹤0.01%
297,222
-16,086
2002
$13M ﹤0.01%
160,090
+34,487
2003
$13M ﹤0.01%
894,362
+27,392
2004
$13M ﹤0.01%
170,711
+47,190
2005
$13M ﹤0.01%
507,519
+243,816
2006
$13M ﹤0.01%
162,487
+36,023
2007
$13M ﹤0.01%
224,035
+50,398
2008
$13M ﹤0.01%
731,848
+512,346
2009
$12.9M ﹤0.01%
738,087
-574
2010
$12.9M ﹤0.01%
252,416
+188,331
2011
$12.9M ﹤0.01%
772,258
+1,890
2012
$12.9M ﹤0.01%
616,442
-783
2013
$12.9M ﹤0.01%
119,166
+33,309
2014
$12.9M ﹤0.01%
330,516
-129,900
2015
$12.8M ﹤0.01%
573,615
+266,213
2016
$12.8M ﹤0.01%
325,389
+96,119
2017
$12.8M ﹤0.01%
272,151
-55,810
2018
$12.8M ﹤0.01%
585,189
+93,480
2019
$12.8M ﹤0.01%
439,128
-34,800
2020
$12.8M ﹤0.01%
1,091,732
-26,786
2021
$12.8M ﹤0.01%
864,300
+562,556
2022
$12.8M ﹤0.01%
823,492
+250,868
2023
$12.7M ﹤0.01%
+329,807
2024
$12.7M ﹤0.01%
374,716
-132,132
2025
$12.7M ﹤0.01%
228,902
+48,274
79 80
81
82 83