Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

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
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334B
AUM Growth
-$65.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,051
New
Increased
Reduced
Closed

Top Buys

1
+$558M
2
+$550M
3
+$519M
4
XYZ
Block Inc
XYZ
+$436M
5
ADBE icon
Adobe
ADBE
+$412M

Top Sells

1
+$1.23B
2
+$1.06B
3
+$1.05B
4
QCOM icon
Qualcomm
QCOM
+$734M
5
UNP icon
Union Pacific
UNP
+$571M

Sector Composition

1 Technology 12.53%
2 Healthcare 10.36%
3 Financials 9.14%
4 Consumer Discretionary 7.65%
5 Communication Services 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$7.08M ﹤0.01%
157,909
-15,541
2477
$7.08M ﹤0.01%
465,469
+50,879
2478
$7.05M ﹤0.01%
265,266
-74,477
2479
$7.05M ﹤0.01%
261,239
-37,445
2480
$7.04M ﹤0.01%
306,234
+36,595
2481
$7.04M ﹤0.01%
53,710
+10,609
2482
$7.04M ﹤0.01%
74,977
+3,681
2483
$7.02M ﹤0.01%
111,882
-176,749
2484
$7.01M ﹤0.01%
797,885
-931,607
2485
$7M ﹤0.01%
184,336
-100,856
2486
$7M ﹤0.01%
188,016
+23,727
2487
$6.99M ﹤0.01%
579,557
-109,458
2488
$6.99M ﹤0.01%
247,606
-140,432
2489
$6.98M ﹤0.01%
201,174
-275,163
2490
$6.98M ﹤0.01%
2,054,202
+166,159
2491
$6.97M ﹤0.01%
134,006
-100,060
2492
$6.96M ﹤0.01%
299,692
-124,976
2493
$6.96M ﹤0.01%
148,141
+10,084
2494
$6.96M ﹤0.01%
444,361
+378,976
2495
$6.94M ﹤0.01%
107,772
+58,920
2496
$6.94M ﹤0.01%
322,990
+113,497
2497
$6.92M ﹤0.01%
113,057
+33,761
2498
$6.91M ﹤0.01%
248,726
+40,488
2499
$6.91M ﹤0.01%
371,191
+11,570
2500
$6.89M ﹤0.01%
684,213
-400,047
98 99
100
101 102