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
4901
$414K ﹤0.01%
180,573
4902
$414K ﹤0.01%
258,600
+246,747
4903
$414K ﹤0.01%
23,294
-8,892
4904
$412K ﹤0.01%
23,310
+6,940
4905
$412K ﹤0.01%
11,308
+3,642
4906
$410K ﹤0.01%
28,381
-15,552
4907
$410K ﹤0.01%
17,861
+3,127
4908
$410K ﹤0.01%
14,623
-3,572
4909
$409K ﹤0.01%
14,609
+830
4910
$409K ﹤0.01%
33,125
+469
4911
$408K ﹤0.01%
3,108
+1,199
4912
$408K ﹤0.01%
15,920
+4,449
4913
$407K ﹤0.01%
1,908
+265
4914
$406K ﹤0.01%
35,216
+2,000
4915
$406K ﹤0.01%
89,388
-97,278
4916
$403K ﹤0.01%
34,341
+18,054
4917
$401K ﹤0.01%
33,606
-18,015
4918
$401K ﹤0.01%
+39,718
4919
$401K ﹤0.01%
19,198
+9,324
4920
$401K ﹤0.01%
15,991
-1,121
4921
$400K ﹤0.01%
40,025
-8,027
4922
$399K ﹤0.01%
19,092
-8,700
4923
$398K ﹤0.01%
8,858
+2,789
4924
$398K ﹤0.01%
39,728
+5,031
4925
$398K ﹤0.01%
4,871
-1,143
195 196
197
198 199