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
5126
$263K ﹤0.01%
60,762
-170,570
5127
$263K ﹤0.01%
1,226
+180
5128
$261K ﹤0.01%
15,524
-10,940
5129
$261K ﹤0.01%
15,114
+616
5130
$260K ﹤0.01%
16,815
+72
5131
$259K ﹤0.01%
36,556
+4,809
5132
$259K ﹤0.01%
50,694
+3,058
5133
$259K ﹤0.01%
5,658
+2,260
5134
$259K ﹤0.01%
16,880
+9,534
5135
$258K ﹤0.01%
25,855
+132
5136
$258K ﹤0.01%
57,778
+18,152
5137
$256K ﹤0.01%
+11,197
5138
$255K ﹤0.01%
+208
5139
$255K ﹤0.01%
5,646
+1,718
5140
$255K ﹤0.01%
12,477
+4,600
5141
$255K ﹤0.01%
49,532
-78,113
5142
$254K ﹤0.01%
31,124
+21,753
5143
$254K ﹤0.01%
9,150
5144
$254K ﹤0.01%
4,914
-702
5145
$253K ﹤0.01%
183,365
+49,553
5146
$252K ﹤0.01%
40,192
+16,443
5147
$251K ﹤0.01%
11,700
-199
5148
$250K ﹤0.01%
10,062
+8,244
5149
$250K ﹤0.01%
9,825
+8,726
5150
$250K ﹤0.01%
15,966
+594
204 205
206
207 208