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
5476
$100K ﹤0.01%
4,466
-3
5477
$100K ﹤0.01%
31,525
+14,540
5478
$99K ﹤0.01%
6,991
+337
5479
$98K ﹤0.01%
10,734
+3,434
5480
$98K ﹤0.01%
7,053
+1,151
5481
$98K ﹤0.01%
221,440
+12,550
5482
$97K ﹤0.01%
8,334
5483
$97K ﹤0.01%
5,332
+4,354
5484
$96K ﹤0.01%
400,987
5485
$96K ﹤0.01%
83,029
-2,868
5486
$95K ﹤0.01%
25,446
-8,735
5487
$94K ﹤0.01%
10,510
-16,470
5488
$94K ﹤0.01%
4,086
-3,117
5489
$94K ﹤0.01%
36,901
-8,557
5490
$93K ﹤0.01%
2,688
+2,314
5491
$93K ﹤0.01%
9,376
-31,348
5492
$92K ﹤0.01%
3,587
5493
$92K ﹤0.01%
29,257
+19,541
5494
$91K ﹤0.01%
5,052
-3,702
5495
$90K ﹤0.01%
4,180
+1,452
5496
$90K ﹤0.01%
4,275
+2,380
5497
$90K ﹤0.01%
+241,367
5498
$89K ﹤0.01%
2,890
-90
5499
$89K ﹤0.01%
11
+1
5500
$89K ﹤0.01%
1,454
+870
218 219
220
221 222