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
2251
$10M ﹤0.01%
222,897
+22,865
2252
$9.99M ﹤0.01%
183,738
+43,020
2253
$9.98M ﹤0.01%
630,210
-170,877
2254
$9.98M ﹤0.01%
266,741
+160,390
2255
$9.97M ﹤0.01%
1,582,390
+44,358
2256
$9.97M ﹤0.01%
1,474,735
+615,549
2257
$9.96M ﹤0.01%
102,726
+17,023
2258
$9.95M ﹤0.01%
376,858
+57,589
2259
$9.94M ﹤0.01%
389,782
+325,312
2260
$9.94M ﹤0.01%
295,437
-40,672
2261
$9.93M ﹤0.01%
44,689
+13,650
2262
$9.93M ﹤0.01%
1,204,932
-281,023
2263
$9.93M ﹤0.01%
110,140
+14,028
2264
$9.91M ﹤0.01%
193,750
+55,206
2265
$9.9M ﹤0.01%
393,041
+54,268
2266
$9.89M ﹤0.01%
449,410
-54,950
2267
$9.89M ﹤0.01%
779,834
-577,866
2268
$9.88M ﹤0.01%
820,141
-390,787
2269
$9.87M ﹤0.01%
657,244
+50,545
2270
$9.87M ﹤0.01%
640,866
-13,160
2271
$9.86M ﹤0.01%
676,616
-72,431
2272
$9.86M ﹤0.01%
699,499
-65,783
2273
$9.84M ﹤0.01%
615,889
-8,893
2274
$9.84M ﹤0.01%
441,359
+256,303
2275
$9.83M ﹤0.01%
153,855
+76,872