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
4501
$799K ﹤0.01%
42,736
+12,436
4502
$798K ﹤0.01%
32,725
+10,512
4503
$797K ﹤0.01%
52,548
-40,801
4504
$797K ﹤0.01%
42,053
-724
4505
$794K ﹤0.01%
56,871
-105,954
4506
$794K ﹤0.01%
45,041
+4,853
4507
$794K ﹤0.01%
21,155
+13,061
4508
$793K ﹤0.01%
58,160
+45,408
4509
$793K ﹤0.01%
32,805
+3,936
4510
$791K ﹤0.01%
29,338
+17,881
4511
$791K ﹤0.01%
55,932
+41,863
4512
$788K ﹤0.01%
32,799
+16,027
4513
$787K ﹤0.01%
56,288
-4,553
4514
$786K ﹤0.01%
22,037
-16,075
4515
$785K ﹤0.01%
+31,815
4516
$785K ﹤0.01%
48,255
-6,243
4517
$782K ﹤0.01%
65,154
-73,141
4518
$782K ﹤0.01%
47,502
-1,105
4519
$780K ﹤0.01%
93,161
+54,219
4520
$778K ﹤0.01%
83,788
-2,910
4521
$777K ﹤0.01%
284,262
-69,796
4522
$777K ﹤0.01%
180,113
-13,771
4523
$776K ﹤0.01%
28,364
+11,664
4524
$774K ﹤0.01%
44,034
+2,310
4525
$772K ﹤0.01%
11,647
+4,257
179 180
181
182 183