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
4351
$1.01M ﹤0.01%
35,112
+3,820
4352
$1.01M ﹤0.01%
26,944
+15,382
4353
$1M ﹤0.01%
25,120
+531
4354
$1M ﹤0.01%
66,076
+19,117
4355
$1M ﹤0.01%
21,638
+16,159
4356
$1M ﹤0.01%
73,775
+20,572
4357
$1M ﹤0.01%
127,410
+6,374
4358
$1M ﹤0.01%
72,260
+17,149
4359
$1M ﹤0.01%
67,210
+1,821
4360
$997K ﹤0.01%
66,230
-6,876
4361
$992K ﹤0.01%
39,080
+6,111
4362
$991K ﹤0.01%
16,217
+3,934
4363
$987K ﹤0.01%
40,134
-33,649
4364
$986K ﹤0.01%
171,145
+29,620
4365
$986K ﹤0.01%
83,103
-7,188
4366
$986K ﹤0.01%
52,860
+51,160
4367
$983K ﹤0.01%
9,312
-3,404
4368
$982K ﹤0.01%
29,741
-1,118
4369
$979K ﹤0.01%
126,685
+6,168
4370
$979K ﹤0.01%
34,953
-8,717
4371
$977K ﹤0.01%
25,537
+9,362
4372
$977K ﹤0.01%
48,630
+4,802
4373
$977K ﹤0.01%
320,092
+115,994
4374
$977K ﹤0.01%
20,990
-1,099
4375
$976K ﹤0.01%
48,201
+12,093
173 174
175
176 177