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
4801
$497K ﹤0.01%
21,747
+2,695
4802
$496K ﹤0.01%
36,628
-7,899
4803
$495K ﹤0.01%
25,522
-3,685
4804
$492K ﹤0.01%
206,682
-258,510
4805
$491K ﹤0.01%
14,740
+5,441
4806
$491K ﹤0.01%
101,300
+39,428
4807
$490K ﹤0.01%
67,212
+36,509
4808
$489K ﹤0.01%
26,567
+84
4809
$489K ﹤0.01%
33,802
+3,842
4810
$486K ﹤0.01%
7,323
+4,162
4811
$486K ﹤0.01%
54,521
-10,104
4812
$485K ﹤0.01%
11,588
+657
4813
$484K ﹤0.01%
7,713
+6,438
4814
$483K ﹤0.01%
39,981
+6,614
4815
$482K ﹤0.01%
27,766
+117
4816
$482K ﹤0.01%
560,566
-22,811
4817
$481K ﹤0.01%
26,190
-601
4818
$481K ﹤0.01%
25,495
+8,560
4819
$480K ﹤0.01%
65,331
+545
4820
$479K ﹤0.01%
28,104
+15,301
4821
$478K ﹤0.01%
22,075
+7,900
4822
$477K ﹤0.01%
131,200
+3,425
4823
$476K ﹤0.01%
147,827
+20,430
4824
$475K ﹤0.01%
71,829
+33,833
4825
$475K ﹤0.01%
36,017
+1,532
191 192
193
194 195