Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
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
5576
$67K ﹤0.01%
+2,555
5577
$67K ﹤0.01%
2,985
-125
5578
$66K ﹤0.01%
3,120
-400
5579
$66K ﹤0.01%
1,287
-82
5580
$66K ﹤0.01%
3,185
-2,917
5581
$66K ﹤0.01%
57,300
+55,600
5582
$66K ﹤0.01%
5,126
-8,951
5583
$66K ﹤0.01%
17,317
-12,416
5584
$66K ﹤0.01%
16,497
-605,478
5585
$66K ﹤0.01%
11,521
-34,973
5586
$65K ﹤0.01%
7,600
5587
$65K ﹤0.01%
85,200
+83,600
5588
$65K ﹤0.01%
5,640
-227
5589
$65K ﹤0.01%
15,504
+12,904
5590
$65K ﹤0.01%
1,781
+945
5591
$65K ﹤0.01%
6,681
-4,632
5592
$64K ﹤0.01%
+9,346
5593
$64K ﹤0.01%
3,798
-645
5594
$64K ﹤0.01%
2,135
-435
5595
$64K ﹤0.01%
5,829
-3,339
5596
$63K ﹤0.01%
14,125
+14,000
5597
$63K ﹤0.01%
13,732
+5,846
5598
$63K ﹤0.01%
13,100
+12,692
5599
$63K ﹤0.01%
15,000
-10
5600
$62K ﹤0.01%
2,447
-552
222 223
224
225 226