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
2301
$9.63M ﹤0.01%
189,072
-16,784
2302
$9.61M ﹤0.01%
299,978
+93,893
2303
$9.61M ﹤0.01%
208,528
-54,173
2304
$9.61M ﹤0.01%
261,987
+12,738
2305
$9.59M ﹤0.01%
379,214
+38,926
2306
$9.56M ﹤0.01%
206,460
+58,760
2307
$9.55M ﹤0.01%
180,232
+50,635
2308
$9.54M ﹤0.01%
273,381
+128,144
2309
$9.54M ﹤0.01%
430,224
-23,769
2310
$9.54M ﹤0.01%
218,131
-91,059
2311
$9.51M ﹤0.01%
237,149
-105,686
2312
$9.51M ﹤0.01%
229,280
-177,961
2313
$9.5M ﹤0.01%
262,180
-9,106
2314
$9.48M ﹤0.01%
115,387
+28,631
2315
$9.48M ﹤0.01%
371,893
+6,426
2316
$9.46M ﹤0.01%
169,244
-52,363
2317
$9.44M ﹤0.01%
692,217
+69,012
2318
$9.42M ﹤0.01%
349,924
+85,086
2319
$9.42M ﹤0.01%
468,984
+123,685
2320
$9.4M ﹤0.01%
444,898
+200,900
2321
$9.4M ﹤0.01%
189,866
-14,515
2322
$9.39M ﹤0.01%
167,672
-161,630
2323
$9.38M ﹤0.01%
323,637
-48,407
2324
$9.38M ﹤0.01%
717,232
+482,118
2325
$9.37M ﹤0.01%
315,119
+109,458
91 92
93
94 95