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
$1.38T
AUM Growth
+$86.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,209
New
Increased
Reduced
Closed

Top Buys

1
+$1.74B
2
+$1.16B
3
+$1.08B
4
CME icon
CME Group
CME
+$992M
5
BKNG icon
Booking.com
BKNG
+$960M

Top Sells

1
+$1.14B
2
+$1.09B
3
+$954M
4
NOW icon
ServiceNow
NOW
+$930M
5
NVDA icon
NVIDIA
NVDA
+$855M

Sector Composition

1 Technology 21.68%
2 Financials 10.94%
3 Healthcare 9.21%
4 Consumer Discretionary 8.91%
5 Industrials 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2301
$32.2M ﹤0.01%
1,457,114
-22,571
2302
$32.2M ﹤0.01%
367,303
-65,942
2303
$32.1M ﹤0.01%
365,291
+40,468
2304
$32M ﹤0.01%
162,158
+24,347
2305
$32M ﹤0.01%
788,035
+21,777
2306
$31.9M ﹤0.01%
586,725
+10,572
2307
$31.8M ﹤0.01%
1,357,351
+241,968
2308
$31.8M ﹤0.01%
174,165
+19,406
2309
$31.8M ﹤0.01%
1,098,356
+249,486
2310
$31.8M ﹤0.01%
500,962
+83,954
2311
$31.7M ﹤0.01%
316,588
-248,720
2312
$31.6M ﹤0.01%
1,336,638
+26,096
2313
$31.6M ﹤0.01%
1,658,709
-7,795
2314
$31.6M ﹤0.01%
1,251,141
+250,134
2315
$31.5M ﹤0.01%
808,312
+226,198
2316
$31.4M ﹤0.01%
2,642,634
+316,181
2317
$31.4M ﹤0.01%
3,788,945
+317,868
2318
$31.4M ﹤0.01%
330,891
+56,169
2319
$31.4M ﹤0.01%
666,284
+83,616
2320
$31.4M ﹤0.01%
2,219,494
-380,809
2321
$31.4M ﹤0.01%
844,139
+66,135
2322
$31.3M ﹤0.01%
834,416
+149,710
2323
$31.3M ﹤0.01%
613,592
+35,533
2324
$31.2M ﹤0.01%
1,010,130
-45,392
2325
$31.2M ﹤0.01%
2,298,616
+399,679
91 92
93
94 95