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
5451
$107K ﹤0.01%
3,216
-1,264
5452
$107K ﹤0.01%
24,473
+4,531
5453
$107K ﹤0.01%
3,938
+1,658
5454
$107K ﹤0.01%
2,038
-1,862
5455
$106K ﹤0.01%
5,882
+2,768
5456
$106K ﹤0.01%
8,704
-7,095
5457
$106K ﹤0.01%
17,025
5458
$106K ﹤0.01%
7,751
+3
5459
$105K ﹤0.01%
1,713
-6,462
5460
$105K ﹤0.01%
7,522
-198
5461
$105K ﹤0.01%
6,151
+997
5462
$105K ﹤0.01%
6,705
5463
$105K ﹤0.01%
8,414
-24,779
5464
$105K ﹤0.01%
13,206
-15,288
5465
$105K ﹤0.01%
3,200
-77
5466
$104K ﹤0.01%
4,993
+3,313
5467
$104K ﹤0.01%
3,768
-10,289
5468
$103K ﹤0.01%
6,300
-1,365
5469
$103K ﹤0.01%
7,460
-461
5470
$103K ﹤0.01%
21,614
+6,560
5471
$103K ﹤0.01%
15,169
-6,551
5472
$102K ﹤0.01%
26,360
+14,830
5473
$102K ﹤0.01%
5,655
+1,207
5474
$101K ﹤0.01%
+1,559
5475
– –
0
217 218
219
220 221