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Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.66T
1-Year Est. Return 25.68%
 

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
+25.68%
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
6351
$0 ﹤0.01%
+1
6352
– –
0
6353
$0 ﹤0.01%
+4
6354
$0 ﹤0.01%
25
-245
6355
– –
-146
6356
– –
0
6357
– –
-200
6358
– –
-12
6359
$0 ﹤0.01%
20
6360
$0 ﹤0.01%
250
6361
$0 ﹤0.01%
6,200
-2,750
6362
– –
-200
6363
– –
-3,329,130
6364
– –
-101,954
6365
– –
-55,323
6366
– –
-1,280,757
6367
– –
-54,729
6368
– –
-61,633
6369
– –
-6,843,854
6370
– –
-51,805
6371
– –
-682,784
6372
– –
-29,144
6373
– –
-37,476
6374
– –
-13,975
6375
– –
-20,500
253 254
255
256 257