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
5376
$142K ﹤0.01%
12,943
+512
5377
$141K ﹤0.01%
5,155
-84
5378
$140K ﹤0.01%
7,185
+106
5379
$137K ﹤0.01%
4,651
+1,405
5380
$137K ﹤0.01%
18,877
-10,301
5381
$137K ﹤0.01%
18,233
+6,481
5382
$137K ﹤0.01%
9,400
-600
5383
$136K ﹤0.01%
3,928
+2,214
5384
$135K ﹤0.01%
11,286
+3,663
5385
$135K ﹤0.01%
1,405
5386
$135K ﹤0.01%
198
+51
5387
$134K ﹤0.01%
9,021
5388
$134K ﹤0.01%
6,620
+2,137
5389
$134K ﹤0.01%
9,233
+2,664
5390
$134K ﹤0.01%
3,867
-14
5391
$134K ﹤0.01%
31,810
-1,703
5392
$134K ﹤0.01%
5,731
-100
5393
$134K ﹤0.01%
4,594
+580
5394
$133K ﹤0.01%
3,788
+319
5395
$133K ﹤0.01%
17,775
+3,854
5396
$133K ﹤0.01%
3,908
-3,892
5397
$131K ﹤0.01%
86,647
+59,091
5398
$131K ﹤0.01%
19,132
-22,469
5399
$130K ﹤0.01%
1,413
-2,770
5400
$130K ﹤0.01%
16,490
+15,439
214 215
216
217 218