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
5026
$328K ﹤0.01%
12,927
-201
5027
$327K ﹤0.01%
53,599
+17,654
5028
$326K ﹤0.01%
10,911
+3,459
5029
$326K ﹤0.01%
19,863
-13,055
5030
$326K ﹤0.01%
12,927
+1,383
5031
$325K ﹤0.01%
16,055
-4,169
5032
$325K ﹤0.01%
1,817
+430
5033
$325K ﹤0.01%
4,700
+600
5034
$324K ﹤0.01%
28,747
+28,035
5035
$323K ﹤0.01%
29,740
-3,338
5036
$323K ﹤0.01%
8,327
-103
5037
$323K ﹤0.01%
16,527
+2,954
5038
$322K ﹤0.01%
5,569
-742
5039
$322K ﹤0.01%
46,730
-30,953
5040
$321K ﹤0.01%
26,846
-10,603
5041
$320K ﹤0.01%
25,054
+1,718
5042
$320K ﹤0.01%
50,339
+9,362
5043
$319K ﹤0.01%
7,831
+1,014
5044
$318K ﹤0.01%
34,722
+22,421
5045
$318K ﹤0.01%
17,124
+4,017
5046
$318K ﹤0.01%
10,943
+1,906
5047
$317K ﹤0.01%
17,664
+3,560
5048
$314K ﹤0.01%
60,870
+54,100
5049
$313K ﹤0.01%
21,460
+17,234
5050
$311K ﹤0.01%
30,220
+5,340
200 201
202
203 204