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
2276
$9.82M ﹤0.01%
278,505
+197,571
2277
$9.82M ﹤0.01%
226,899
-10,917
2278
$9.81M ﹤0.01%
285,450
+91,254
2279
$9.81M ﹤0.01%
204,160
+70,602
2280
$9.8M ﹤0.01%
459,940
+200,699
2281
$9.79M ﹤0.01%
295,196
-118,858
2282
$9.78M ﹤0.01%
190,088
+46,501
2283
$9.77M ﹤0.01%
87,055
+33,745
2284
$9.76M ﹤0.01%
930,304
+42,693
2285
$9.76M ﹤0.01%
194,179
+110,542
2286
$9.75M ﹤0.01%
149,544
+95,304
2287
$9.74M ﹤0.01%
442,764
+20,808
2288
$9.74M ﹤0.01%
560,868
+30,257
2289
$9.74M ﹤0.01%
1,399,106
-16,455
2290
$9.73M ﹤0.01%
305,948
-158,061
2291
$9.72M ﹤0.01%
161,942
-30,440
2292
$9.71M ﹤0.01%
125,983
-189,041
2293
$9.7M ﹤0.01%
397,149
-57,546
2294
$9.68M ﹤0.01%
870,177
+29,881
2295
$9.67M ﹤0.01%
376,417
+11,629
2296
$9.66M ﹤0.01%
647,668
+51,678
2297
$9.66M ﹤0.01%
452,904
+122,101
2298
$9.64M ﹤0.01%
298,541
+49,964
2299
$9.63M ﹤0.01%
217,548
-169,470
2300
$9.63M ﹤0.01%
786,069
+51,490
90 91
92
93 94