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
5401
$129K ﹤0.01%
14,320
-21,353
5402
$129K ﹤0.01%
11,301
+3,530
5403
$128K ﹤0.01%
4,009
+3,049
5404
$128K ﹤0.01%
5,390
+3,168
5405
$128K ﹤0.01%
+3,396
5406
$126K ﹤0.01%
19,440
+12,100
5407
$126K ﹤0.01%
219,000
+217,500
5408
$126K ﹤0.01%
19,305
+5,692
5409
$125K ﹤0.01%
67,473
-325,597
5410
$125K ﹤0.01%
5,615
+1,329
5411
$125K ﹤0.01%
1,644
-70
5412
$124K ﹤0.01%
20,328
+8,750
5413
$124K ﹤0.01%
3,596
5414
$124K ﹤0.01%
7,534
-247
5415
$123K ﹤0.01%
5,013
+385
5416
$123K ﹤0.01%
17,102
-46,318
5417
$122K ﹤0.01%
9,159
+9,158
5418
$122K ﹤0.01%
4,835
5419
$122K ﹤0.01%
20,013
+1,013
5420
$122K ﹤0.01%
8,926
-14,834
5421
$122K ﹤0.01%
26,910
-7,105
5422
$122K ﹤0.01%
28,002
-110,429
5423
$120K ﹤0.01%
42,326
-102,821
5424
$119K ﹤0.01%
2,862
+219
5425
$119K ﹤0.01%
790
+64
215 216
217
218 219