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
6526
– –
-295,571
6527
– –
-14,747
6528
– –
-101,263
6529
– –
-18,656
6530
– –
-197
6531
– –
-675
6532
– –
-206,156
6533
– –
-24,342
6534
– –
-183,993
6535
– –
-161,082
6536
– –
-31,818
6537
– –
-756,100
6538
– –
-215,828
6539
– –
-1,425
6540
– –
-375,632
6541
– –
-42,329
6542
– –
-4,490
6543
$0 ﹤0.01%
+41
6544
– –
0
6545
$0 ﹤0.01%
148
6546
– –
-67
6547
– –
0
6548
– –
-186
6549
– –
-478
6550
$0 ﹤0.01%
+1
260 261
262
263 264