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
4851
$455K ﹤0.01%
79,138
+35,810
4852
$455K ﹤0.01%
+10
4853
$454K ﹤0.01%
121,315
+59,270
4854
$454K ﹤0.01%
41,431
+16,110
4855
$454K ﹤0.01%
24,930
+4,030
4856
$453K ﹤0.01%
23,410
+13,755
4857
$452K ﹤0.01%
5,139
+555
4858
$452K ﹤0.01%
25,933
+3,960
4859
$452K ﹤0.01%
23,928
+958
4860
$451K ﹤0.01%
86,165
+71,592
4861
$451K ﹤0.01%
7,246
+538
4862
$450K ﹤0.01%
15,250
-700
4863
$448K ﹤0.01%
59,967
+26,441
4864
$448K ﹤0.01%
33,446
-6,120
4865
$447K ﹤0.01%
7
+2
4866
$445K ﹤0.01%
31,123
+451
4867
$444K ﹤0.01%
56,193
-3,423
4868
$443K ﹤0.01%
4,835
-9,892
4869
$442K ﹤0.01%
32,962
-17,329
4870
$442K ﹤0.01%
18,228
-68,213
4871
$440K ﹤0.01%
12,359
-30,134
4872
$438K ﹤0.01%
9,640
-189
4873
$437K ﹤0.01%
16,457
+3,676
4874
$437K ﹤0.01%
66,295
-3,866
4875
$437K ﹤0.01%
77,626
-24,389
193 194
195
196 197