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
4676
$603K ﹤0.01%
51,053
+5,055
4677
$601K ﹤0.01%
114,742
-240,341
4678
$601K ﹤0.01%
125,626
-2,700
4679
$601K ﹤0.01%
38,803
+6,000
4680
$598K ﹤0.01%
78,588
+20,387
4681
$597K ﹤0.01%
43,749
-38,633
4682
$597K ﹤0.01%
10,560
+7,006
4683
$595K ﹤0.01%
17,615
+184
4684
$594K ﹤0.01%
40,779
-34,807
4685
$593K ﹤0.01%
24,101
+4,236
4686
$592K ﹤0.01%
42,021
-25,301
4687
$592K ﹤0.01%
22,263
-400
4688
$589K ﹤0.01%
19,275
+11,769
4689
$589K ﹤0.01%
8,426
+418
4690
$589K ﹤0.01%
43,187
+6,124
4691
$589K ﹤0.01%
1,876
-3,382
4692
$589K ﹤0.01%
50,770
+7,698
4693
$588K ﹤0.01%
67,491
+32,725
4694
$587K ﹤0.01%
2,642
+356
4695
$587K ﹤0.01%
91,409
-6,025
4696
$586K ﹤0.01%
56,766
+52,906
4697
$586K ﹤0.01%
17,996
+14,246
4698
$585K ﹤0.01%
24,552
+5,921
4699
$585K ﹤0.01%
113,949
+25,954
4700
$584K ﹤0.01%
53,572
+14,935
186 187
188
189 190