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
5326
$166K ﹤0.01%
504
-19
5327
$165K ﹤0.01%
16,277
+14,035
5328
$165K ﹤0.01%
3,300
+150
5329
$164K ﹤0.01%
72,194
-86,830
5330
$164K ﹤0.01%
5,148
+235
5331
$164K ﹤0.01%
2,825
-185
5332
$163K ﹤0.01%
36,055
+7,476
5333
$163K ﹤0.01%
567
+8
5334
$163K ﹤0.01%
1,185
+413
5335
$163K ﹤0.01%
14,409
-695
5336
$162K ﹤0.01%
7,231
-1,334
5337
$162K ﹤0.01%
4,033
+168
5338
$162K ﹤0.01%
107
+101
5339
$161K ﹤0.01%
2,161
-16,128
5340
$161K ﹤0.01%
61,400
+2,500
5341
$160K ﹤0.01%
47,182
+7,963
5342
– –
0
5343
$159K ﹤0.01%
6,236
+100
5344
$159K ﹤0.01%
12,594
-1,445
5345
$159K ﹤0.01%
32,835
-1,666
5346
$158K ﹤0.01%
16,602
+4,530
5347
$158K ﹤0.01%
117,559
+35,916
5348
$157K ﹤0.01%
127
+37
5349
$157K ﹤0.01%
6,043
+4,154
5350
$157K ﹤0.01%
44,270
+2,789
212 213
214
215 216