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
4551
$736K ﹤0.01%
83,943
+15,179
4552
$736K ﹤0.01%
50,147
+5,410
4553
$734K ﹤0.01%
28,341
-341
4554
$734K ﹤0.01%
23,187
+17,843
4555
$733K ﹤0.01%
78,416
+29,643
4556
$732K ﹤0.01%
170,765
+100,652
4557
$731K ﹤0.01%
67,262
-1,398
4558
$730K ﹤0.01%
21,624
+11,533
4559
$730K ﹤0.01%
28,495
-4,179
4560
$730K ﹤0.01%
97,960
-14,451
4561
$726K ﹤0.01%
13,562
+6,925
4562
$725K ﹤0.01%
205,195
+9,151
4563
$725K ﹤0.01%
21,010
-2,148
4564
$723K ﹤0.01%
40,743
-21,596
4565
$722K ﹤0.01%
20,453
-7,840
4566
$722K ﹤0.01%
25,094
+5,439
4567
$722K ﹤0.01%
63,595
+20,790
4568
$720K ﹤0.01%
1,067
+430
4569
$715K ﹤0.01%
101,714
+40,112
4570
$715K ﹤0.01%
25,429
+1,197
4571
$715K ﹤0.01%
23,969
-7,630
4572
$714K ﹤0.01%
31,900
-42,841
4573
$714K ﹤0.01%
36,997
+20,945
4574
$713K ﹤0.01%
31,561
-602,082
4575
$713K ﹤0.01%
73,232
-268,846
181 182
183
184 185