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
5276
$194K ﹤0.01%
8,376
+2,824
5277
$194K ﹤0.01%
14,407
5278
$193K ﹤0.01%
21,068
+5,214
5279
$192K ﹤0.01%
571
+180
5280
$192K ﹤0.01%
12,377
+7,477
5281
$192K ﹤0.01%
+10,149
5282
$192K ﹤0.01%
5,325
+930
5283
$191K ﹤0.01%
119
+38
5284
$190K ﹤0.01%
6,888
+1,528
5285
$190K ﹤0.01%
21,902
+6,204
5286
$189K ﹤0.01%
11,340
-745
5287
$189K ﹤0.01%
5,180
+1,634
5288
– –
0
5289
$188K ﹤0.01%
14,503
5290
$187K ﹤0.01%
9,051
-11,059
5291
$187K ﹤0.01%
9,171
+5,469
5292
$186K ﹤0.01%
55,025
+3,973
5293
$186K ﹤0.01%
6,005
-167
5294
$186K ﹤0.01%
36,534
-2,416
5295
$185K ﹤0.01%
28,177
+5,931
5296
$185K ﹤0.01%
6,576
-1,997
5297
$185K ﹤0.01%
26,350
+4,963
5298
$185K ﹤0.01%
32,349
+5,148
5299
$184K ﹤0.01%
18,508
-292
5300
$184K ﹤0.01%
35
+8
210 211
212
213 214