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
2026
$12.7M ﹤0.01%
429,442
-93,988
2027
$12.7M ﹤0.01%
459,524
+300,730
2028
$12.7M ﹤0.01%
555,792
+49,673
2029
$12.6M ﹤0.01%
331,283
+59,155
2030
$12.6M ﹤0.01%
1,161,110
+544,540
2031
$12.6M ﹤0.01%
587,244
+409,121
2032
$12.6M ﹤0.01%
558,669
+494,902
2033
$12.6M ﹤0.01%
383,604
+50,297
2034
$12.6M ﹤0.01%
1,221,586
+636,396
2035
$12.6M ﹤0.01%
216,736
+203,666
2036
$12.6M ﹤0.01%
332,580
+127,981
2037
$12.6M ﹤0.01%
415,292
+149,836
2038
$12.6M ﹤0.01%
669,378
+182,717
2039
$12.5M ﹤0.01%
1,922,950
-132,599
2040
$12.5M ﹤0.01%
315,276
-121,718
2041
$12.5M ﹤0.01%
258,385
-9,829
2042
$12.5M ﹤0.01%
928,034
-3,959
2043
$12.5M ﹤0.01%
166,358
+36,048
2044
$12.4M ﹤0.01%
435,487
+89,710
2045
$12.4M ﹤0.01%
128,149
-103,258
2046
$12.4M ﹤0.01%
1,248,572
+269,432
2047
$12.3M ﹤0.01%
511,834
+79,417
2048
$12.3M ﹤0.01%
234,930
+149,236
2049
$12.3M ﹤0.01%
112,664
-9,772
2050
$12.3M ﹤0.01%
139,918
-14,252
80 81
82
83 84