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
5151
$250K ﹤0.01%
20,711
+2,182
5152
$249K ﹤0.01%
16,852
+537
5153
$248K ﹤0.01%
7,639
+2,659
5154
$248K ﹤0.01%
282,701
+67,665
5155
$247K ﹤0.01%
59,925
+4,640
5156
$247K ﹤0.01%
8,775
-9,831
5157
$247K ﹤0.01%
15,019
+1,513
5158
$247K ﹤0.01%
60,383
+14,581
5159
$246K ﹤0.01%
21,860
+9,286
5160
$246K ﹤0.01%
62,226
-72,900
5161
$246K ﹤0.01%
10,568
+2,739
5162
$242K ﹤0.01%
652
+425
5163
$242K ﹤0.01%
53,156
-23,945
5164
$241K ﹤0.01%
10,432
+5,342
5165
$241K ﹤0.01%
9,783
-1,765
5166
$241K ﹤0.01%
170,576
-369,409
5167
$241K ﹤0.01%
2,058
-245
5168
$241K ﹤0.01%
7,078
+409
5169
$240K ﹤0.01%
8,660
+2,353
5170
$240K ﹤0.01%
12,264
+371
5171
$239K ﹤0.01%
+210
5172
$239K ﹤0.01%
18,038
-534
5173
$239K ﹤0.01%
9,015
-91
5174
$238K ﹤0.01%
19,775
+4,055
5175
$238K ﹤0.01%
28,220
+7,042
205 206
207
208 209