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
2401
$8.63M ﹤0.01%
327,622
-99,242
2402
$8.63M ﹤0.01%
137,432
-108,263
2403
$8.61M ﹤0.01%
340,512
+111,065
2404
$8.61M ﹤0.01%
130,603
+35,212
2405
$8.58M ﹤0.01%
591,749
+22
2406
$8.57M ﹤0.01%
441,897
-119,426
2407
$8.57M ﹤0.01%
993,154
+172,573
2408
$8.57M ﹤0.01%
127,399
-57,505
2409
$8.55M ﹤0.01%
303,182
+48,383
2410
$8.55M ﹤0.01%
1,430,202
+539,723
2411
$8.55M ﹤0.01%
887,560
-83,265
2412
$8.54M ﹤0.01%
273,787
-135,954
2413
$8.54M ﹤0.01%
650,543
-45,333
2414
$8.53M ﹤0.01%
206,491
+115,271
2415
$8.53M ﹤0.01%
80,772
+20,084
2416
$8.52M ﹤0.01%
730,815
+343,320
2417
$8.52M ﹤0.01%
665,659
+2,883
2418
$8.5M ﹤0.01%
445,618
-42,791
2419
$8.5M ﹤0.01%
172,180
+38,339
2420
$8.5M ﹤0.01%
595,275
+12,799
2421
$8.48M ﹤0.01%
139,467
+35,260
2422
$8.48M ﹤0.01%
159,720
+122,277
2423
$8.48M ﹤0.01%
2,093,445
+1,992,406
2424
$8.48M ﹤0.01%
183,421
+64,613
2425
$8.46M ﹤0.01%
129,533
-6,182
95 96
97
98 99