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
2526
$6.67M ﹤0.01%
194,566
-7,494
2527
$6.66M ﹤0.01%
89,971
-660
2528
$6.65M ﹤0.01%
111,382
-63,371
2529
$6.64M ﹤0.01%
59,972
-1,728
2530
$6.64M ﹤0.01%
403,361
+21,909
2531
$6.63M ﹤0.01%
115,716
-235,353
2532
$6.63M ﹤0.01%
1,274,451
+1,257,331
2533
$6.62M ﹤0.01%
613,326
+56,027
2534
$6.62M ﹤0.01%
197,704
-58,704
2535
$6.61M ﹤0.01%
278,690
-69,872
2536
$6.61M ﹤0.01%
557,328
-99,889
2537
$6.61M ﹤0.01%
23,330
-2,924
2538
$6.61M ﹤0.01%
679,298
-103,779
2539
$6.61M ﹤0.01%
451,478
-143,161
2540
$6.59M ﹤0.01%
605,124
-766,514
2541
$6.59M ﹤0.01%
80,709
-42,377
2542
$6.58M ﹤0.01%
969,430
-1,589,824
2543
$6.58M ﹤0.01%
1,216,306
-156,654
2544
$6.58M ﹤0.01%
195,930
+18,114
2545
$6.57M ﹤0.01%
117,905
-422
2546
$6.55M ﹤0.01%
71,431
-7,888
2547
$6.55M ﹤0.01%
234,897
-333,241
2548
$6.55M ﹤0.01%
256,489
+89,869
2549
$6.54M ﹤0.01%
79,973
+4,571
2550
$6.54M ﹤0.01%
491,343
+23,259
100 101
102
103 104