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
2426
$8.46M ﹤0.01%
179,046
-380,757
2427
$8.46M ﹤0.01%
445,020
+11,027
2428
$8.46M ﹤0.01%
135,029
+47,054
2429
$8.46M ﹤0.01%
734,839
+67,570
2430
$8.46M ﹤0.01%
139,393
+16,857
2431
$8.45M ﹤0.01%
987,485
+390,274
2432
$8.45M ﹤0.01%
368,442
+209,361
2433
$8.45M ﹤0.01%
437,284
-65,291
2434
$8.44M ﹤0.01%
254,869
+71,205
2435
$8.44M ﹤0.01%
178,605
+65,876
2436
$8.42M ﹤0.01%
275,825
+52,367
2437
$8.41M ﹤0.01%
82,612
+6,369
2438
$8.41M ﹤0.01%
586,248
+257,030
2439
$8.4M ﹤0.01%
1,033,127
+575,117
2440
$8.39M ﹤0.01%
277,176
+80,871
2441
$8.39M ﹤0.01%
104,460
+8,850
2442
$8.38M ﹤0.01%
764,950
+8,495
2443
$8.38M ﹤0.01%
184,305
-35,589
2444
$8.37M ﹤0.01%
182,096
+90,897
2445
$8.37M ﹤0.01%
539,048
-231,996
2446
$8.36M ﹤0.01%
173,844
+2,827
2447
$8.34M ﹤0.01%
268,626
+140,381
2448
$8.33M ﹤0.01%
328,620
+6,084
2449
$8.28M ﹤0.01%
292,984
+222,949
2450
$8.27M ﹤0.01%
8,984
-533
96 97
98
99 100