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
4701
$584K ﹤0.01%
15,859
+3,782
4702
$583K ﹤0.01%
145,800
-9,300
4703
$583K ﹤0.01%
6,228
-3,122
4704
$581K ﹤0.01%
247,551
+21,303
4705
$579K ﹤0.01%
11,288
-100
4706
$579K ﹤0.01%
20,120
+9,343
4707
$579K ﹤0.01%
34,696
+11,203
4708
$578K ﹤0.01%
30,381
+1,099
4709
$577K ﹤0.01%
25,859
+2,060
4710
$577K ﹤0.01%
1,059
-90
4711
$577K ﹤0.01%
17,498
-893
4712
$576K ﹤0.01%
104
+51
4713
$575K ﹤0.01%
11,393
-48,207
4714
$572K ﹤0.01%
37,316
+550
4715
$571K ﹤0.01%
21,270
-25,286
4716
$571K ﹤0.01%
27,245
+1,643
4717
$571K ﹤0.01%
37,267
-812
4718
$571K ﹤0.01%
10,117
+4,786
4719
$570K ﹤0.01%
52,946
-28,886
4720
$567K ﹤0.01%
+28,688
4721
$567K ﹤0.01%
50,796
-6,669
4722
$565K ﹤0.01%
27,618
+2,352
4723
$565K ﹤0.01%
27,782
+5,862
4724
$565K ﹤0.01%
37,756
-534,467
4725
$565K ﹤0.01%
13,644
-10,618
187 188
189
190 191