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 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5951
$14K ﹤0.01%
2,186
5952
$14K ﹤0.01%
1,300
-4,997
5953
$14K ﹤0.01%
988
5954
$14K ﹤0.01%
6,737
-119,558
5955
$14K ﹤0.01%
950
-1,200
5956
$14K ﹤0.01%
1,200
5957
$14K ﹤0.01%
3,325
5958
$13K ﹤0.01%
3,500
5959
$13K ﹤0.01%
500
+400
5960
$13K ﹤0.01%
+1,108
5961
$13K ﹤0.01%
2,056
5962
$13K ﹤0.01%
+150
5963
$13K ﹤0.01%
500
-1,746
5964
$13K ﹤0.01%
1,014
+466
5965
$12K ﹤0.01%
8,500
5966
$12K ﹤0.01%
+600
5967
$12K ﹤0.01%
406
+45
5968
$12K ﹤0.01%
+1,600
5969
$12K ﹤0.01%
1,066
+1,032
5970
$12K ﹤0.01%
9,575
-2,075
5971
$12K ﹤0.01%
2,000
5972
$12K ﹤0.01%
10,299
-599
5973
$12K ﹤0.01%
+200
5974
$12K ﹤0.01%
22
-32
5975
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-1
237 238
239
240 241