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
5576
$67K ﹤0.01%
2,985
-125
5577
$67K ﹤0.01%
17,221
+389
5578
$66K ﹤0.01%
1,287
-82
5579
$66K ﹤0.01%
3,120
-400
5580
$66K ﹤0.01%
11,521
-34,973
5581
$66K ﹤0.01%
3,185
-2,917
5582
$66K ﹤0.01%
57,300
+55,600
5583
$66K ﹤0.01%
5,126
-8,951
5584
$66K ﹤0.01%
17,317
-12,416
5585
$66K ﹤0.01%
16,497
-605,478
5586
$65K ﹤0.01%
7,600
5587
$65K ﹤0.01%
85,200
+83,600
5588
$65K ﹤0.01%
1,781
+945
5589
$65K ﹤0.01%
15,504
+12,904
5590
$65K ﹤0.01%
5,640
-227
5591
$65K ﹤0.01%
6,681
-4,632
5592
$64K ﹤0.01%
5,829
-3,339
5593
$64K ﹤0.01%
+9,346
5594
$64K ﹤0.01%
3,798
-645
5595
$64K ﹤0.01%
2,135
-435
5596
$63K ﹤0.01%
13,100
+12,692
5597
$63K ﹤0.01%
15,000
-10
5598
$63K ﹤0.01%
14,125
+14,000
5599
$63K ﹤0.01%
13,732
+5,846
5600
$62K ﹤0.01%
5,400
222 223
224
225 226