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
4926
$397K ﹤0.01%
21,099
+13,951
4927
$393K ﹤0.01%
34,396
-43,254
4928
$393K ﹤0.01%
266
-30
4929
$393K ﹤0.01%
133,381
+11,510
4930
$392K ﹤0.01%
50,181
+989
4931
$392K ﹤0.01%
17,557
-698
4932
$392K ﹤0.01%
2,658
+1,198
4933
$389K ﹤0.01%
58,438
+13,118
4934
$389K ﹤0.01%
14,545
-239
4935
$389K ﹤0.01%
44
+42
4936
$388K ﹤0.01%
10,232
-5,604
4937
$388K ﹤0.01%
54,752
+7,902
4938
$387K ﹤0.01%
134,626
+27,883
4939
$386K ﹤0.01%
25,095
-448
4940
$385K ﹤0.01%
47,809
+29,565
4941
$385K ﹤0.01%
12,800
4942
$383K ﹤0.01%
39,976
+11,248
4943
$383K ﹤0.01%
22,299
-85,436
4944
$383K ﹤0.01%
5,100
-145
4945
$382K ﹤0.01%
38,820
+32,820
4946
$380K ﹤0.01%
10,454
+2,997
4947
$380K ﹤0.01%
17,323
+3,089
4948
$379K ﹤0.01%
22,611
+426
4949
$378K ﹤0.01%
14,726
-1,627
4950
$378K ﹤0.01%
690
+158
196 197
198
199 200