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
2201
$10.5M ﹤0.01%
1,127,665
-203,430
2202
$10.5M ﹤0.01%
488,043
+78,250
2203
$10.5M ﹤0.01%
425,242
-17,067
2204
$10.5M ﹤0.01%
551,251
+75,190
2205
$10.5M ﹤0.01%
240,950
-163,161
2206
$10.4M ﹤0.01%
954,031
+196,672
2207
$10.4M ﹤0.01%
65,927
-2,257
2208
$10.4M ﹤0.01%
418,954
+16,327
2209
$10.4M ﹤0.01%
291,255
+85,809
2210
$10.4M ﹤0.01%
68,076
+10,021
2211
$10.4M ﹤0.01%
322,672
-9,509
2212
$10.4M ﹤0.01%
353,783
+231,150
2213
$10.4M ﹤0.01%
5,060
+5,059
2214
$10.4M ﹤0.01%
773,634
+77,212
2215
$10.3M ﹤0.01%
1,641,530
+39,357
2216
$10.3M ﹤0.01%
202,753
-65,669
2217
$10.3M ﹤0.01%
2,444,479
-1,281,926
2218
$10.3M ﹤0.01%
1,060,448
+447,459
2219
$10.3M ﹤0.01%
489,969
+19,479
2220
$10.3M ﹤0.01%
611,676
+57,998
2221
$10.3M ﹤0.01%
289,098
-26,315
2222
$10.3M ﹤0.01%
205,850
+11,136
2223
$10.2M ﹤0.01%
540,502
+284,445
2224
$10.2M ﹤0.01%
241,860
+67,881
2225
$10.2M ﹤0.01%
355,432
+45,428
87 88
89
90 91