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
2601
$6.26M ﹤0.01%
207,840
-154,040
2602
$6.26M ﹤0.01%
164,965
+94,510
2603
$6.25M ﹤0.01%
177,904
-1,153
2604
$6.24M ﹤0.01%
287,647
-27,662
2605
$6.24M ﹤0.01%
3,249,673
+1,502,771
2606
$6.24M ﹤0.01%
155,678
-400,977
2607
$6.24M ﹤0.01%
138,303
-3,949,849
2608
$6.23M ﹤0.01%
278,890
+12,068
2609
$6.23M ﹤0.01%
930,058
+925,985
2610
$6.23M ﹤0.01%
181,076
+2,014
2611
$6.22M ﹤0.01%
11,134,356
+6,459,103
2612
$6.21M ﹤0.01%
163,375
+115,615
2613
$6.21M ﹤0.01%
48,464
-2,988
2614
$6.21M ﹤0.01%
121,551
+65,118
2615
$6.21M ﹤0.01%
754,192
+111,225
2616
$6.21M ﹤0.01%
250,801
-85,585
2617
$6.2M ﹤0.01%
94,058
-31,647
2618
$6.18M ﹤0.01%
352,542
-62,928
2619
$6.18M ﹤0.01%
278,240
-6,028
2620
$6.18M ﹤0.01%
578,114
+275,078
2621
$6.18M ﹤0.01%
242,351
-17,798
2622
$6.17M ﹤0.01%
231,932
-85,560
2623
$6.17M ﹤0.01%
373,880
-16,769
2624
$6.17M ﹤0.01%
1,240,726
+329,766
2625
$6.17M ﹤0.01%
110,838
+20,475
103 104
105
106 107