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
4426
$902K ﹤0.01%
33,077
+29,339
4427
$901K ﹤0.01%
27,584
+20,962
4428
$901K ﹤0.01%
18,855
+4,893
4429
$900K ﹤0.01%
72,593
+50,056
4430
$898K ﹤0.01%
42,791
+14,189
4431
$896K ﹤0.01%
70,705
+937
4432
$894K ﹤0.01%
31,851
+30,654
4433
$893K ﹤0.01%
27,312
+22,613
4434
$892K ﹤0.01%
15,350
4435
$887K ﹤0.01%
102,081
+11,773
4436
$884K ﹤0.01%
116,892
-165,346
4437
$884K ﹤0.01%
40,975
-125,926
4438
$884K ﹤0.01%
85,547
+53,590
4439
$882K ﹤0.01%
64,404
-62,422
4440
$879K ﹤0.01%
33,497
+33,471
4441
$879K ﹤0.01%
4,623
+90
4442
$879K ﹤0.01%
15,984
+4,222
4443
$878K ﹤0.01%
80,599
+20,910
4444
$875K ﹤0.01%
49,115
+40,644
4445
$875K ﹤0.01%
40,565
+2,620
4446
$874K ﹤0.01%
51,155
+41,965
4447
$874K ﹤0.01%
56,380
+35,237
4448
$871K ﹤0.01%
12,157
+1,362
4449
$869K ﹤0.01%
52,179
+15,817
4450
$868K ﹤0.01%
190,934
-137,288
176 177
178
179 180