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
2626
$6.16M ﹤0.01%
62,232
+26,636
2627
$6.16M ﹤0.01%
436,895
-193,831
2628
$6.15M ﹤0.01%
334,096
-105,634
2629
$6.14M ﹤0.01%
201,679
-16,739
2630
$6.14M ﹤0.01%
133,767
-73,525
2631
$6.14M ﹤0.01%
383,154
-85,105
2632
$6.13M ﹤0.01%
362,104
-146,195
2633
$6.12M ﹤0.01%
62,012
-10,334
2634
$6.12M ﹤0.01%
313,795
+23,545
2635
$6.11M ﹤0.01%
118,926
-32,896
2636
$6.1M ﹤0.01%
721,427
-142,682
2637
$6.1M ﹤0.01%
20,395
+5,410
2638
$6.1M ﹤0.01%
333,306
+273,761
2639
$6.1M ﹤0.01%
185,349
-97,969
2640
$6.1M ﹤0.01%
715,968
+20,728
2641
$6.1M ﹤0.01%
124,219
-35,335
2642
$6.1M ﹤0.01%
708,943
+229,297
2643
$6.1M ﹤0.01%
1,084,826
+255,404
2644
$6.09M ﹤0.01%
395,529
-94,076
2645
$6.09M ﹤0.01%
338,078
-14,351
2646
$6.08M ﹤0.01%
402,741
-159,996
2647
$6.08M ﹤0.01%
219,771
-91,102
2648
$6.08M ﹤0.01%
74,555
+37,294
2649
$6.06M ﹤0.01%
182,141
-85,400
2650
$6.04M ﹤0.01%
347,414
+245,180
104 105
106
107 108