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
5301
$184K ﹤0.01%
14,104
-18,701
5302
$183K ﹤0.01%
9,953
-7,975
5303
$182K ﹤0.01%
5,021
+3,919
5304
$182K ﹤0.01%
6,061
+512
5305
$181K ﹤0.01%
916
-2,297
5306
$181K ﹤0.01%
8,472
+5,725
5307
$181K ﹤0.01%
12,207
+7,324
5308
$180K ﹤0.01%
9,178
+828
5309
– –
0
5310
$180K ﹤0.01%
3,955
+52
5311
$178K ﹤0.01%
+8,394
5312
$178K ﹤0.01%
7,718
-5,636
5313
$177K ﹤0.01%
27,036
+14,954
5314
$177K ﹤0.01%
1,474
+574
5315
$176K ﹤0.01%
82,259
+5,516
5316
$174K ﹤0.01%
5,693
-300
5317
$173K ﹤0.01%
19,430
-47,844
5318
$172K ﹤0.01%
+14,632
5319
$171K ﹤0.01%
6,297
-668
5320
$170K ﹤0.01%
8,876
-87
5321
$170K ﹤0.01%
39,260
+4,630
5322
$169K ﹤0.01%
6,606
-219
5323
$168K ﹤0.01%
24,341
-14,410
5324
$168K ﹤0.01%
93,558
+64,482
5325
$166K ﹤0.01%
34,609
-8,947
211 212
213
214 215