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
4251
$1.19M ﹤0.01%
61,072
-6,716
4252
$1.19M ﹤0.01%
39,252
-11,673
4253
$1.19M ﹤0.01%
23,979
+200
4254
$1.18M ﹤0.01%
36,979
+7,587
4255
$1.17M ﹤0.01%
76,755
+5,933
4256
$1.17M ﹤0.01%
20,796
+205
4257
$1.17M ﹤0.01%
53,253
-2,527
4258
$1.17M ﹤0.01%
1,299
+131
4259
$1.16M ﹤0.01%
76,937
-4,910
4260
$1.16M ﹤0.01%
72,043
-29,030
4261
$1.16M ﹤0.01%
56,692
+1,043
4262
$1.16M ﹤0.01%
78,653
+1,548
4263
$1.15M ﹤0.01%
74,096
+1
4264
$1.15M ﹤0.01%
41,524
-58,040
4265
$1.15M ﹤0.01%
13,274
-7,727
4266
$1.14M ﹤0.01%
47,103
-34,272
4267
$1.14M ﹤0.01%
+67,618
4268
$1.14M ﹤0.01%
49,628
+9,357
4269
$1.13M ﹤0.01%
43,706
-3,800
4270
$1.13M ﹤0.01%
72,558
-8
4271
$1.13M ﹤0.01%
65,859
-28,340
4272
$1.13M ﹤0.01%
41,725
+29,021
4273
$1.13M ﹤0.01%
19,547
-19,066
4274
$1.12M ﹤0.01%
71,629
+39,467
4275
$1.12M ﹤0.01%
34,603
+569
169 170
171
172 173