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
5551
$72K ﹤0.01%
310
+50
5552
$72K ﹤0.01%
4,995
-347
5553
$72K ﹤0.01%
14,837
+4,384
5554
$72K ﹤0.01%
1,260
-9,175
5555
$72K ﹤0.01%
13,786
-899
5556
$72K ﹤0.01%
3,688
+308
5557
$71K ﹤0.01%
9,783
+6,987
5558
$71K ﹤0.01%
739
-15
5559
$71K ﹤0.01%
12,153
-2,032
5560
$71K ﹤0.01%
2,633
+446
5561
$71K ﹤0.01%
4,820
+2,493
5562
$70K ﹤0.01%
14
+10
5563
$70K ﹤0.01%
+2,207
5564
$70K ﹤0.01%
2,685
+1,600
5565
$69K ﹤0.01%
487
+55
5566
$69K ﹤0.01%
1,934
+1,100
5567
$69K ﹤0.01%
21,694
-4,924
5568
$68K ﹤0.01%
16,669
+1,000
5569
$68K ﹤0.01%
5,116
+1,465
5570
$68K ﹤0.01%
1,969
-21,403
5571
$68K ﹤0.01%
12,896
-236
5572
$68K ﹤0.01%
58,667
-132,519
5573
$68K ﹤0.01%
5,839
+780
5574
$68K ﹤0.01%
2,991
-18,294
5575
$67K ﹤0.01%
+2,555
221 222
223
224 225