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
5426
$118K ﹤0.01%
4,083
-1,813
5427
$118K ﹤0.01%
3,630
5428
$117K ﹤0.01%
39,990
-74,984
5429
$117K ﹤0.01%
3,272
5430
$117K ﹤0.01%
7,802
-196
5431
$117K ﹤0.01%
+7,961
5432
$116K ﹤0.01%
3,672
-3,198
5433
$115K ﹤0.01%
19,072
-80
5434
$114K ﹤0.01%
7,766
+1,673
5435
$113K ﹤0.01%
6,277
+512
5436
$113K ﹤0.01%
43,137
+5,122
5437
$113K ﹤0.01%
14,620
+3,120
5438
$112K ﹤0.01%
84,370
-22,142
5439
$112K ﹤0.01%
2,643
+774
5440
$111K ﹤0.01%
4,472
+3,184
5441
$111K ﹤0.01%
1,884
-7
5442
$111K ﹤0.01%
6,112
-1,010
5443
$110K ﹤0.01%
47,787
-55,168
5444
$109K ﹤0.01%
2,172
-290
5445
$108K ﹤0.01%
12,911
-5,869
5446
$108K ﹤0.01%
12,961
+4,443
5447
$108K ﹤0.01%
+12,059
5448
$108K ﹤0.01%
552
5449
$107K ﹤0.01%
+2,899
5450
$107K ﹤0.01%
3,071
-231
216 217
218
219 220