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
5601
$62K ﹤0.01%
2,447
-552
5602
$62K ﹤0.01%
29,234
+4,121
5603
$61K ﹤0.01%
4,682
+618
5604
$61K ﹤0.01%
+1,905
5605
$61K ﹤0.01%
6,536
-3,944
5606
$61K ﹤0.01%
809
+800
5607
$61K ﹤0.01%
38,227
-52,732
5608
$61K ﹤0.01%
5,131
+1,601
5609
$61K ﹤0.01%
1,791
5610
$61K ﹤0.01%
2,850
-1,000
5611
$60K ﹤0.01%
120,697
+107,595
5612
$60K ﹤0.01%
1,688
-91
5613
$59K ﹤0.01%
4,740
-29,252
5614
$59K ﹤0.01%
1,653
5615
$59K ﹤0.01%
6,905
+1,848
5616
$59K ﹤0.01%
+3,046
5617
$59K ﹤0.01%
10,250
-1,000
5618
$59K ﹤0.01%
457
-1,055
5619
$58K ﹤0.01%
1,800
+600
5620
$58K ﹤0.01%
2,914
+1,881
5621
$58K ﹤0.01%
+1,156
5622
$58K ﹤0.01%
2,396
+720
5623
$58K ﹤0.01%
28,040
+9,253
5624
$58K ﹤0.01%
25,263
+4,826
5625
$58K ﹤0.01%
1,902
223 224
225
226 227