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
5201
$227K ﹤0.01%
18,191
-1,436
5202
$226K ﹤0.01%
14,136
+5,216
5203
$226K ﹤0.01%
12,525
+4,825
5204
$225K ﹤0.01%
6,780
+3,450
5205
$225K ﹤0.01%
75,425
-5,847
5206
$225K ﹤0.01%
1,945
+945
5207
$224K ﹤0.01%
787
+71
5208
$224K ﹤0.01%
7,403
-3,485
5209
$224K ﹤0.01%
638
-414
5210
$224K ﹤0.01%
19,585
-19,735
5211
$223K ﹤0.01%
+38,780
5212
$223K ﹤0.01%
6,107
+3,678
5213
$223K ﹤0.01%
19,355
-17,509
5214
$222K ﹤0.01%
55,190
+23,993
5215
$222K ﹤0.01%
4,474
-225
5216
$222K ﹤0.01%
9,067
-1,871
5217
$221K ﹤0.01%
30,005
+4,226
5218
$220K ﹤0.01%
47,312
+14,350
5219
$220K ﹤0.01%
103,436
-5,052
5220
$220K ﹤0.01%
4,890
+2,284
5221
$220K ﹤0.01%
15,041
+4,109
5222
$219K ﹤0.01%
9,120
+2,916
5223
$219K ﹤0.01%
308
5224
$218K ﹤0.01%
13,667
+9,873
5225
$218K ﹤0.01%
48,062
-422,817
207 208
209
210 211