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
2076
$12M ﹤0.01%
256,531
-1,359,986
2077
$12M ﹤0.01%
188,468
+70,888
2078
$11.9M ﹤0.01%
262,668
+121,644
2079
$11.9M ﹤0.01%
271,920
+75,069
2080
$11.9M ﹤0.01%
153,850
+127,613
2081
$11.9M ﹤0.01%
177,969
+25,806
2082
$11.9M ﹤0.01%
228,870
-1,912
2083
$11.9M ﹤0.01%
193,049
+70,670
2084
$11.9M ﹤0.01%
201,959
+169,366
2085
$11.9M ﹤0.01%
525,813
+351,726
2086
$11.9M ﹤0.01%
584,751
+103,760
2087
$11.8M ﹤0.01%
293,943
+87,501
2088
$11.8M ﹤0.01%
153,243
+32,532
2089
$11.8M ﹤0.01%
261,122
+82,938
2090
$11.8M ﹤0.01%
382,837
+259,047
2091
$11.8M ﹤0.01%
212,951
-29,036
2092
$11.8M ﹤0.01%
330,249
-27,328
2093
$11.8M ﹤0.01%
190,708
+72,742
2094
$11.8M ﹤0.01%
1,030,538
+305,148
2095
$11.8M ﹤0.01%
855,640
+390,031
2096
$11.8M ﹤0.01%
351,059
+98,836
2097
$11.8M ﹤0.01%
2,018,607
+95,986
2098
$11.8M ﹤0.01%
449,506
+150,538
2099
$11.8M ﹤0.01%
274,067
-99,738
2100
$11.7M ﹤0.01%
402,271
-82,995
82 83
84
85 86