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
6076
$7K ﹤0.01%
2,400
6077
$7K ﹤0.01%
545
+500
6078
$6K ﹤0.01%
+200
6079
$6K ﹤0.01%
421
-1,851
6080
$6K ﹤0.01%
32
-62
6081
$6K ﹤0.01%
611
6082
$6K ﹤0.01%
170
+58
6083
$6K ﹤0.01%
740
+726
6084
$6K ﹤0.01%
5,340
6085
$6K ﹤0.01%
+196
6086
0
6087
$6K ﹤0.01%
930
6088
$6K ﹤0.01%
67
6089
$6K ﹤0.01%
819
-25
6090
$6K ﹤0.01%
750
+208
6091
0
6092
0
6093
$6K ﹤0.01%
600
6094
$6K ﹤0.01%
+1,359
6095
$6K ﹤0.01%
331
-1,037
6096
$6K ﹤0.01%
+600
6097
$6K ﹤0.01%
3,657
-11,052
6098
$6K ﹤0.01%
4,456
-14,910
6099
$6K ﹤0.01%
87
-52
6100
$6K ﹤0.01%
850
-1