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
5051
$310K ﹤0.01%
7
+5
5052
$310K ﹤0.01%
15,141
-52,300
5053
$310K ﹤0.01%
19,045
+2,051
5054
$309K ﹤0.01%
18,640
-62,524
5055
$309K ﹤0.01%
35,462
-118,107
5056
$309K ﹤0.01%
4,295
-703,955
5057
$308K ﹤0.01%
18,232
+5,382
5058
$308K ﹤0.01%
17,701
+3,758
5059
$307K ﹤0.01%
120,290
-2,500
5060
$307K ﹤0.01%
169,558
+139,144
5061
$306K ﹤0.01%
64,389
+12,140
5062
$306K ﹤0.01%
5,024
+1,720
5063
$304K ﹤0.01%
25,388
-3,943
5064
$302K ﹤0.01%
30,233
-132,338
5065
$302K ﹤0.01%
16,342
+4,276
5066
$301K ﹤0.01%
26
-28
5067
$300K ﹤0.01%
27,369
+7,047
5068
$300K ﹤0.01%
5,943
-13,322
5069
$299K ﹤0.01%
20,543
+7,838
5070
$299K ﹤0.01%
20,348
-3,174
5071
$299K ﹤0.01%
12,631
+1,362
5072
$299K ﹤0.01%
6,185
+1,247
5073
$299K ﹤0.01%
21,150
+14,750
5074
$299K ﹤0.01%
22,723
-46,468
5075
$297K ﹤0.01%
5,600
+3,000
201 202
203
204 205