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
4776
$523K ﹤0.01%
43,827
+13,083
4777
$523K ﹤0.01%
15,773
-105,187
4778
$522K ﹤0.01%
17,901
+678
4779
$522K ﹤0.01%
82,988
-41,811
4780
$522K ﹤0.01%
30,741
+1,200
4781
$521K ﹤0.01%
25,196
-1,048
4782
$519K ﹤0.01%
22,639
+13,666
4783
$517K ﹤0.01%
34,117
+4,676
4784
$516K ﹤0.01%
160,196
+49,745
4785
$515K ﹤0.01%
25,281
+21,260
4786
$515K ﹤0.01%
94,381
+80,043
4787
$513K ﹤0.01%
83,415
+1,000
4788
$511K ﹤0.01%
13,115
+130
4789
$510K ﹤0.01%
234,804
-55,198
4790
$509K ﹤0.01%
33,456
+237
4791
$507K ﹤0.01%
191,900
+38,900
4792
$504K ﹤0.01%
108,115
+17,155
4793
$504K ﹤0.01%
39,751
+3,571
4794
$503K ﹤0.01%
101,616
+11,509
4795
$502K ﹤0.01%
30,353
-5,393
4796
$501K ﹤0.01%
23,529
+17,182
4797
$501K ﹤0.01%
138,835
-75,598
4798
$499K ﹤0.01%
33,148
+8,841
4799
$499K ﹤0.01%
6,122
-1,517
4800
$498K ﹤0.01%
2,277
+515
190 191
192
193 194