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
2326
$9.35M ﹤0.01%
385,829
-200,492
2327
$9.35M ﹤0.01%
477,145
-33,295
2328
$9.35M ﹤0.01%
219,978
+154,953
2329
$9.34M ﹤0.01%
410,119
+107,112
2330
$9.34M ﹤0.01%
449,442
+199,266
2331
$9.33M ﹤0.01%
183,994
+23,756
2332
$9.33M ﹤0.01%
2,751,835
+2,333,732
2333
$9.32M ﹤0.01%
225,917
-16,418
2334
$9.32M ﹤0.01%
48,858
+38,560
2335
$9.31M ﹤0.01%
257,263
-59,472
2336
$9.29M ﹤0.01%
415,480
+1,243
2337
$9.29M ﹤0.01%
+345,984
2338
$9.28M ﹤0.01%
719,627
+172,231
2339
$9.26M ﹤0.01%
2,040,684
+572,899
2340
$9.26M ﹤0.01%
48,272
+40,295
2341
$9.25M ﹤0.01%
168,192
+2,782
2342
$9.23M ﹤0.01%
151,734
-63,226
2343
$9.21M ﹤0.01%
583,646
+116,725
2344
$9.2M ﹤0.01%
99,738
+55,761
2345
$9.2M ﹤0.01%
180,414
+37,217
2346
$9.2M ﹤0.01%
499,159
+37,223
2347
$9.2M ﹤0.01%
3,947,948
+1,643,129
2348
$9.19M ﹤0.01%
89,664
+29,106
2349
$9.18M ﹤0.01%
187,267
+104,989
2350
$9.17M ﹤0.01%
86,775
-49,242
92 93
94
95 96