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
2051
$12.3M ﹤0.01%
578,170
+190,351
2052
$12.3M ﹤0.01%
1,323,255
-57,173
2053
$12.3M ﹤0.01%
2,863,413
+907,075
2054
$12.3M ﹤0.01%
152,806
-7,521
2055
$12.3M ﹤0.01%
257,136
+82,525
2056
$12.2M ﹤0.01%
11,464
+921
2057
$12.2M ﹤0.01%
625,388
+108,449
2058
$12.2M ﹤0.01%
504,680
+75,776
2059
$12.2M ﹤0.01%
246,772
-113,429
2060
$12.2M ﹤0.01%
410,852
+63,980
2061
$12.2M ﹤0.01%
897,807
-267,598
2062
$12.2M ﹤0.01%
233,596
-207,276
2063
$12.2M ﹤0.01%
1,603,274
+226,083
2064
$12.2M ﹤0.01%
923,437
+8,067
2065
$12.2M ﹤0.01%
1,354,080
+26,506
2066
$12.2M ﹤0.01%
853,924
-69,852
2067
$12.2M ﹤0.01%
9,041
+1,601
2068
$12.1M ﹤0.01%
576,777
+43,874
2069
$12.1M ﹤0.01%
555,371
+19,487
2070
$12.1M ﹤0.01%
1,893,416
+520,038
2071
$12.1M ﹤0.01%
163,323
+35,291
2072
$12.1M ﹤0.01%
1,342,173
-63,988
2073
$12M ﹤0.01%
1,222,976
+478,544
2074
$12M ﹤0.01%
320,174
+87,056
2075
$12M ﹤0.01%
346,496
-23,486
81 82
83
84 85