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
4376
$976K ﹤0.01%
55,739
+7,258
4377
$975K ﹤0.01%
45,753
-15,335
4378
$974K ﹤0.01%
9,831
-8,837
4379
$969K ﹤0.01%
107,961
+17,152
4380
$968K ﹤0.01%
123,351
+11,499
4381
$968K ﹤0.01%
70,166
-663
4382
$966K ﹤0.01%
61,746
-170,256
4383
$964K ﹤0.01%
33,467
-19,197
4384
$962K ﹤0.01%
87,917
-27,220
4385
$961K ﹤0.01%
125,617
+67,464
4386
$961K ﹤0.01%
76,556
-4,314
4387
$960K ﹤0.01%
52,100
+18,567
4388
$957K ﹤0.01%
53,578
-65,886
4389
$956K ﹤0.01%
46,464
-4,234
4390
$953K ﹤0.01%
53,047
+21,878
4391
$952K ﹤0.01%
40,741
-9,231
4392
$951K ﹤0.01%
121,015
+88,505
4393
$949K ﹤0.01%
3,013
-2,911
4394
$947K ﹤0.01%
67,757
+11,664
4395
$947K ﹤0.01%
90,506
+38,266
4396
$946K ﹤0.01%
10,945
-4,064
4397
$943K ﹤0.01%
4,781
-5,273
4398
$941K ﹤0.01%
+27,098
4399
$941K ﹤0.01%
100,071
+41,662
4400
$939K ﹤0.01%
24,458
+15,712
174 175
176
177 178