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
2501
$6.87M ﹤0.01%
274,770
+41,861
2502
$6.86M ﹤0.01%
71,410
-90,001
2503
$6.86M ﹤0.01%
606,100
+52,755
2504
$6.84M ﹤0.01%
66,953
-8,658
2505
$6.84M ﹤0.01%
111,593
-73,707
2506
$6.84M ﹤0.01%
460,622
-548,770
2507
$6.81M ﹤0.01%
175,763
+73,920
2508
$6.8M ﹤0.01%
427,742
+279,848
2509
$6.79M ﹤0.01%
112,619
-76,786
2510
$6.79M ﹤0.01%
159,825
-82,577
2511
$6.78M ﹤0.01%
289,550
+193,071
2512
$6.78M ﹤0.01%
536,392
+106,592
2513
$6.77M ﹤0.01%
163,829
+11,929
2514
$6.77M ﹤0.01%
279,706
-15,525
2515
$6.77M ﹤0.01%
587,405
-203,815
2516
$6.75M ﹤0.01%
303,157
+138,640
2517
$6.74M ﹤0.01%
109,196
-49,853
2518
$6.74M ﹤0.01%
923,076
-109,863
2519
$6.73M ﹤0.01%
202,965
-264,852
2520
$6.73M ﹤0.01%
283,351
-1,589,586
2521
$6.73M ﹤0.01%
669,663
+136,621
2522
$6.73M ﹤0.01%
226,039
-185,238
2523
$6.72M ﹤0.01%
391,346
-3,758,785
2524
$6.72M ﹤0.01%
208,855
+25,545
2525
$6.69M ﹤0.01%
347,586
+12,045
99 100
101
102 103