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
4826
$473K ﹤0.01%
37,170
+5,929
4827
$473K ﹤0.01%
93,576
+7,119
4828
$472K ﹤0.01%
14,071
+3,820
4829
$471K ﹤0.01%
28,892
-2,279
4830
$471K ﹤0.01%
17,602
+4,980
4831
$470K ﹤0.01%
15,001
+5,725
4832
$469K ﹤0.01%
+19,437
4833
$469K ﹤0.01%
11,141
-9,215
4834
$467K ﹤0.01%
114,280
+76,631
4835
$465K ﹤0.01%
39,559
+20,166
4836
$463K ﹤0.01%
71,869
+3,295
4837
$462K ﹤0.01%
25,442
-2,051
4838
$461K ﹤0.01%
36,283
+1,285
4839
$461K ﹤0.01%
185,917
+71,593
4840
$460K ﹤0.01%
2,148
+763
4841
$460K ﹤0.01%
57,024
+35,946
4842
$460K ﹤0.01%
99,393
+3,549
4843
$459K ﹤0.01%
31,117
+13,099
4844
$458K ﹤0.01%
9,113
+1,390
4845
$458K ﹤0.01%
46,508
-313,696
4846
$456K ﹤0.01%
19,075
-2,685
4847
$456K ﹤0.01%
104,894
+15,413
4848
$456K ﹤0.01%
8,026
-173
4849
$456K ﹤0.01%
17,938
-2,718
4850
$456K ﹤0.01%
33,733
+16,435
192 193
194
195 196