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
5351
$157K ﹤0.01%
11,535
-3,924
5352
$156K ﹤0.01%
6,995
-1,838
5353
$155K ﹤0.01%
8,938
+1,175
5354
$154K ﹤0.01%
27,681
+3,095
5355
$154K ﹤0.01%
4,113
+795
5356
$153K ﹤0.01%
5,231
-4,420
5357
$153K ﹤0.01%
6,435
-1,531
5358
$153K ﹤0.01%
101,460
+100,093
5359
$152K ﹤0.01%
+130,900
5360
$150K ﹤0.01%
2,116
-12
5361
$150K ﹤0.01%
47,115
+8,936
5362
$148K ﹤0.01%
14,514
-6,455
5363
$148K ﹤0.01%
3,558
+968
5364
$147K ﹤0.01%
14,766
+2,131
5365
$147K ﹤0.01%
8,540
+510
5366
$147K ﹤0.01%
3,711
-37,902
5367
$145K ﹤0.01%
2,839
-500
5368
$145K ﹤0.01%
900
5369
$145K ﹤0.01%
9,734
-804
5370
$145K ﹤0.01%
30,369
+8,460
5371
$143K ﹤0.01%
4,193
+1,128
5372
$143K ﹤0.01%
2,176
+1,177
5373
$143K ﹤0.01%
8,654
-5,134
5374
$143K ﹤0.01%
36,019
-33,330
5375
$142K ﹤0.01%
20,053
-965
213 214
215
216 217