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
5226
$217K ﹤0.01%
6,879
-9,422
5227
$216K ﹤0.01%
52,625
+52,525
5228
$216K ﹤0.01%
48,018
+13,808
5229
$215K ﹤0.01%
19,886
+13,695
5230
$215K ﹤0.01%
15,490
+1,925
5231
$215K ﹤0.01%
5,475
-16,325
5232
$214K ﹤0.01%
4,688
+1,330
5233
$213K ﹤0.01%
8,343
-1,894
5234
$212K ﹤0.01%
14,778
+75
5235
$211K ﹤0.01%
18,264
-6,984
5236
$210K ﹤0.01%
5,942
+2,537
5237
$210K ﹤0.01%
64,536
-164,342
5238
$209K ﹤0.01%
+8,598
5239
$209K ﹤0.01%
137,768
+59,902
5240
$208K ﹤0.01%
708
+630
5241
$208K ﹤0.01%
12,233
-600
5242
$208K ﹤0.01%
8,448
+8,325
5243
$207K ﹤0.01%
9,602
-8,515
5244
$206K ﹤0.01%
196,323
+34,121
5245
$205K ﹤0.01%
43,220
+11,209
5246
$205K ﹤0.01%
5,810
-6,596
5247
$204K ﹤0.01%
18,274
-16,699
5248
$204K ﹤0.01%
4,192
+479
5249
$204K ﹤0.01%
11,744
+402
5250
$203K ﹤0.01%
5,054
+1,206
208 209
210
211 212