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
4301
$1.07M ﹤0.01%
82,448
+81,148
4302
$1.07M ﹤0.01%
33,622
+23,849
4303
$1.07M ﹤0.01%
43,636
-1,453
4304
$1.07M ﹤0.01%
33,036
-6,035
4305
$1.07M ﹤0.01%
249,609
+31,663
4306
$1.07M ﹤0.01%
22,583
-9,338
4307
$1.07M ﹤0.01%
4,132
+1,316
4308
$1.07M ﹤0.01%
62,234
-70,893
4309
$1.07M ﹤0.01%
64,598
-41,697
4310
$1.06M ﹤0.01%
409,210
-213,644
4311
$1.06M ﹤0.01%
7,934
+1,605
4312
$1.06M ﹤0.01%
88,824
-45,942
4313
$1.06M ﹤0.01%
231,758
-39,612
4314
$1.06M ﹤0.01%
8,024
+4,857
4315
$1.06M ﹤0.01%
29,204
+1,784
4316
$1.05M ﹤0.01%
104,234
+2,668
4317
$1.05M ﹤0.01%
29,726
-9,858
4318
$1.05M ﹤0.01%
144,505
+10,807
4319
$1.05M ﹤0.01%
145,468
+30,264
4320
$1.05M ﹤0.01%
25,198
+5,902
4321
$1.04M ﹤0.01%
48,577
+20,454
4322
$1.04M ﹤0.01%
19,719
-9,006
4323
$1.04M ﹤0.01%
4,368
+2,856
4324
$1.03M ﹤0.01%
115,468
-7,609
4325
$1.03M ﹤0.01%
110,719
-1,442,078
171 172
173
174 175