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
2376
$8.89M ﹤0.01%
94,385
+46,861
2377
$8.89M ﹤0.01%
93,264
-240,718
2378
$8.87M ﹤0.01%
208,217
-285,758
2379
$8.86M ﹤0.01%
776,428
+13,115
2380
$8.83M ﹤0.01%
396,936
+43,767
2381
$8.83M ﹤0.01%
99,289
+24,481
2382
$8.82M ﹤0.01%
245,908
+9,668
2383
$8.82M ﹤0.01%
231,121
+27,604
2384
$8.8M ﹤0.01%
135,296
+15,416
2385
$8.78M ﹤0.01%
170,240
+36,530
2386
$8.77M ﹤0.01%
408,668
+4,246
2387
$8.76M ﹤0.01%
480,392
+44,436
2388
$8.75M ﹤0.01%
220,539
-909
2389
$8.74M ﹤0.01%
91,875
+19,839
2390
$8.73M ﹤0.01%
201,491
+13,303
2391
$8.73M ﹤0.01%
218,346
-192,380
2392
$8.72M ﹤0.01%
540,492
+5,488
2393
$8.71M ﹤0.01%
946,657
+62,033
2394
$8.69M ﹤0.01%
413,806
-51,500
2395
$8.69M ﹤0.01%
88,155
-15,689
2396
$8.69M ﹤0.01%
188,280
+47,694
2397
$8.68M ﹤0.01%
67,724
-2,231
2398
$8.67M ﹤0.01%
395,066
+286,265
2399
$8.67M ﹤0.01%
1,313,109
+404,799
2400
$8.65M ﹤0.01%
262,465
+193,311
94 95
96
97 98