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
4651
$629K ﹤0.01%
23,956
+6,350
4652
$627K ﹤0.01%
47,421
+2,739
4653
$625K ﹤0.01%
17,406
+4,330
4654
$625K ﹤0.01%
41,745
+11,841
4655
$625K ﹤0.01%
244,886
-149,759
4656
$624K ﹤0.01%
37,702
+4,798
4657
$624K ﹤0.01%
34,487
-213,083
4658
$624K ﹤0.01%
9,943
+2,080
4659
$623K ﹤0.01%
50,038
-400
4660
$620K ﹤0.01%
53,209
-4,398
4661
$620K ﹤0.01%
31,677
+3,416
4662
$618K ﹤0.01%
33,808
-15,606
4663
$617K ﹤0.01%
13,089
+1,378
4664
$615K ﹤0.01%
12,008
+3,376
4665
$615K ﹤0.01%
14,931
-331
4666
$614K ﹤0.01%
167,882
-351,411
4667
$613K ﹤0.01%
30,530
-185
4668
$612K ﹤0.01%
495
+62
4669
$607K ﹤0.01%
88,939
-37,908
4670
$606K ﹤0.01%
26,027
+1,977
4671
$605K ﹤0.01%
9,022
+2,480
4672
$605K ﹤0.01%
78,754
+29,353
4673
$604K ﹤0.01%
38,880
+7,711
4674
$604K ﹤0.01%
79,501
+9,925
4675
$604K ﹤0.01%
13,656
-6,538
185 186
187
188 189